Expense Claim in ERPNext or How to create Expense Claim in ERPNext ?

Expense Claim is made when Employee spends money from his/her pocket on behalf of company. For example,they travel to meet customers,here they have to request for repayment via Expense Claim Form

Follow below steps to create Expense Claim in ERPNext

1)Goto

Human Resources->Expense Claim->New

As shown in the above figure,in the Expense Claim enter details for Expense Approver,Employee who made expense,Expense Date,Expense Description,Claim Amount

etc

2)After entering details expense form looks like

In the above figure you can see,How we created expense claim

3)You can also link expense claim to any project/Task

4)Expense Approver wants to approve the claim then he/she need to enter Sanctioned Amount/Approved Amount and then he/she has to choose Approval Status as Approved.If claim is rejected then he/she need to choose Rejected.You can also add comments about claim approve/rejection in comment section

In the above diagram you can see,How expense form looks for Expense Approver

5)After entering all data Save and Submit the form.

The approved Expense Claims must be converted into Journal Entry and Payment should be done.

In the above diagram you can see,By clicking button Make Bank Entry, you can convert Expense Claim to Journal Entry.