Travel and expenses: claims, approval and reimbursement

#Before you start

1. Posting configuration in Posting config: the record type, bank ledger, default expense ledger and a ledger per expense category.
2. Per-diem rates by country (Per diem rates) if you pay allowances.

#1. Capture expenses

1. On the web, create a report in My expenses with a title.
2. On the phone, use Quick capture: photograph the receipt (JPEG, PNG, HEIC, WEBP or PDF, up to 20 MB) and enter category and amount; it is queued offline and added to a “Quick capture” draft report.

#2. Approve, pay and post

1. Finance opens Expense reports and approves submitted reports (currently superuser only).
2. Mark paid & submit: the report becomes Paid and its posting goes through the configured approval (or posts at once).
3. The journal debits each category’s expense ledger and credits the bank ledger; its number is the report code.

#Travel requests

Plan trips in Travel requests: draft → submitted → approved → booked → completed (or rejected).