Create an expense claim

You can create an expense claim by using the Expense claims (EP301030) window as a starting point.
From there, you can add a new claim in the Expense claim (EP301000) window.

In this window, you can enter the following expense claims:

• Your own claims
• The claims of employees in the work groups at lower levels in the company tree than your work group
• The claims of employees for whom you are an appointed delegate; all delegates of a particular employee are listed on the Delegates tab of the Employees (EP203000) window

1. Go to the Expense claims (EP301030) window.

2. Click .

   The system navigates to the Expense claim (EP301000) window so that you can enter a new expense claim.

3. In the top part, specify the claim information as follows:
   1. In the Description field, type a brief description of the claim.
   2. In the Claimed by field, select the employee who is claiming the expenses.
   3. In the Currency field, change the currency if the employee should be reimbursed in a different currency.
   4. Optional: In the Customer field, select a customer if the employee incurred the expenses while working for a particular customer.
      If you add expense claim lines directly on the Expense claim details tab, this customer will be automatically specified for each new line.
4. Click .
5. To add expense claim lines, on the Expense claim details tab, do one of the following:
   • If you need to enter a new expense receipt that will be added to the claim, click Add new receipt in the table toolbar to open the Expense receipt (EP301020) window, and then enter the expense receipt.
     For more information, see: Create an expense receipt
   • If you need to add existing expense receipts to the claim, click in the table toolbar to open the Add receipts dialog box; select one or more existing receipts, and then click Add to add them to the claim.
   • If you want to add lines directly to the claim, click on the first empty row in the table and fill in the appropriate columns.
6. Optional: If you need to correct the VAT or taxable amounts in the expense claim, either edit (in the Expense receipt (EP301020) window) the individual receipts included in the claim, or click the link in the VAT amount column for the needed line on the Expense claim details tab, and modify the amounts in the Document VAT dialog box, which opens.
7. Click .