how can i create a bill from an expense claim?

Question asked by Rob Grigg 8 years ago

Hi, I have created several expense claims and paid most of them, but I am unable to link them to a payment.

the guide says that when a claim is approved it automatically creates a bill but this does not seem to happen for me. Am I doing something incorrectly?

How can I do this for new expenses and what should I do with the expenses I have approved and paid so they appear reconciled?



3 Replies

Thanks, I set this to "Expense Claim Forms" and that seems to have done the trick.

Is there a way I can reconcile the existing claims back to a bank transaction?

No problem - ok cool just head to Purchases>Expenses>Approved and click on the expenses that were approved on the adhoc method. Hit the Delete button and they will return to the unapproved tab.

Once they are all unapproved you can re-approve them on the Purchases>Expenses>Unapproved tab. This will then create a bill (expense claim form).

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