To create a personal claim:
1. Click on the
Create Expense icon on the Home page;
2. From the Create Expense page, Select `
Claim' as the
Account Type from the drop-down list;
3. Activate the
Cash Acquittal? flag if necessary;
You are required to activate this flag only if you are creating a claim to acquit cash advances (fully or partially) previously received.
4. Select an
Expense Group from the list on the right;
5. Enter the
Purpose for the claim;
6. Select an appropriate
Expense Type;
7. Enter any additional claim items and their associated information by clicking
Add Item;
The
Add Item button will create a new claim item. Repeat step 6 for each item.
8. Click either the
Save or
Submit buttons.
Clicking
Save will save the claim without progressing it along the workflow.
Clicking
Submit will save the claim and progress it along the workflow.
If the
Cash Acquittal? flag is activated, your cash balance is reduced by the amount of the claim (see
Expense Detail).
To delete an expense item, activate the
Delete? flag to the right of the item line that you wish to delete. The deletion(s) will occur when
Save or
Submit is clicked.
