Post expense claims to Financials

You can post expense claims to the Nominal Ledger manually using the post expense claims routine, or set up the system to automatically post all expense claims.

Outcomes

To post expense claims to Financials

Open: Project Accounting > Utilities > Import and Export > Post Expense Claims to Financials.

To filter the expense claims displayed:
- To display expense claims for a particular user, select Show expense claims for resource and select the user from the list.
- To display expense claims from all users, select Show expense claims for all resources.
- To display expense claims by date, select Range of expense claims and the week to display, then click Display.
  Note: You can also sort the expense claims in the list by clicking on the column headings, e.g. clicking on Date will sort the list in ascending or descending date order.
Select the expense claims to post to Financials.

Tip: To select multiple items, use the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.
To post the selected expense claims, click Post.