Post expense claims to Project Accounting

You can post your expense claims manually or automatically. If you have chosen to post expense claims manually, select the expense claims that you want post to Project Accounting.

If you have chosen to post expense claims automatically, they are posted when they are Submitted or Authorised.

Once posted to Project Accounting, a project transaction record is created against the project item relating to the expense item. If you have set your projects to use Overhead Absorption in the Project Accounting settings, the amount posted may be subject to an overhead recovery uplift.

To post expense claims to Project Accounting

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

1. 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.

2. Select the expense claims to post to Project Accounting.

   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.

3. To post the selected expense claims, click Post.