How to record Employee claim?

Employee claim is when an employee claims for reimbursement of expenses done for official purposes.

To record an Employee claim, Go to Expenses>> Employee claim

• Employee field list the employees that can be selected for whom the claim is being reimbursed
• Pay from field lists all the active accounts from which the particular claim can be paid from . In case the employee is already given an advance against the same expense and the claim is to account that, then you have to choose the " Employee Advance" account in the "Pay from" field so that any advances provided against the particular employee will be listed in the "Employee Advance" field which is listed later in the form.
• Pay for field lists the vendors to the bill that had been paid for.
• Approval status would show by default "yes", but if there is an approval cycle configured for this transaction, then it would go for approval for the concerned person.
• Customer job lists the jobs and it can be chosen if the claim has to be accounted in that particular customer job.
• The fin center field will be auto-populated based on the customer job that is chosen
• Employee Advance field will list all the advances that have been given for the employee and that appropriate advance can be chosen if the claim being reimbursed has to be deducted from the advance.
• In the Add Items grid, choose the appropriate expense head against which the claim is being reimbursed.