What is Expense?

Modified on Tue, 10 Dec at 3:06 PM

Within Capture Expense, you can use Expense to raise a Private Mileage Expense claim or a Business Mileage Expense claim with or without receipts. This is useful if you want to receive reimbursement and you don't have a receipt.

Within Expense, you can perform the following:

Create an Expense record.
Add a Note to the Expense record.
Attach a Receipt to the Expense record.

Add Expense view

For more information, see How do I create a draft expense claim?

Task	Link
Date	To record the date when the expense was incurred.
Category	To classify the type of expense. For example, Travel, Meals, Office Supplies etc.
Department	To allocate the expense to a particular department within an organization.
Description	To provide additional details about the expense. For example, "Lunch with client at ABC Restaurant" or "Printer cartridges for the office printer."
Merchant	The seller or service provider associated with the expense.
Currency	Used to specify the currency in which the expense was incurred.
VAT	Used to track the tax amount that is included in the total expense.
Rate	Used to track the tax or VAT rate applied to the expense.
Receipt	No receipt - The claimant does not have a receipt for the expense VAT receipt - The claimant has a receipt, that states the VAT amount. Non Vat receipt - The claimant has a receipt, that does not state the VAT amount. Separate VAT receipt - VAT is provided on a distinct, separate document.
Amount	To record the total amount of the expense.
Business use	Used to determine whether the expense was incurred for business related activities.
Vehicle	Used to identify the mode/means of transport or specific vehicle used.
Journey start	Used to record the starting point of the journey.
Journey end	Used to document the end point.
Calculated distance	Used to calculate the distance of the journey.
Actual distance	Used to record the actual distance of the journey.

Notes view

For more information, see How do I add notes to draft expense claims.

Attach Receipt view

For more information, see How do I upload receipts?

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