Introduction
In AIQ, you can create expense claims directly in the system without the need for the mobile expense app. This means, for example, that employees can enter expenses on behalf of senior company members.
Prerequisites
To use the Expense listing grid, ensure you have access to the following in the Maintain Menu Profiles screen:
- Item Invoices
- Purchase Product Credit Notes
See:
Employee Expense Overview (21.0) - AIQ Academy
Creating Purchase Invoices (Non PO Process)
Creating an Expense Claim
To create an expense claim:
- Go to Expenses > Expense Claims.
- Click on New Expense Claim and complete the purchase invoice as normal.
- Note that the Supplier dropdown contains only the employees set up as suppliers, excluding any other supplier accounts.
- The Items dropdown contains only Expense Categories, excluding any other items, such as stock or non stock/services.
- Note that the Supplier dropdown contains only the employees set up as suppliers, excluding any other supplier accounts.
See:
Employee Expense Overview (21.0) - AIQ Academy
Creating Purchase Invoices (Non PO Process)
Creating an Expense Claim Purchase Credit Note
In AIQ, you can create expense claims credit notes to request a refund from the expense claimant.
- Go to Expenses > Expense Claims.
- Click on New Credit Note and complete the purchase credit note as normal.
- Note that the Supplier dropdown contains only the employees set up as suppliers.
- The Items dropdown contains only Expense Categories, excluding any other items, such as stock or non stock/services.
- Note that the Supplier dropdown contains only the employees set up as suppliers.
See:
Expense Claims Listing Grid
Note
Only users with access to the Invoice listing grid will also have access to the Expenses listing grid.
The Expense Claims grid lets you see and manage all expense claims in one place.
Go to Expenses > Expense Claims.
The listing grid contains the following columns:
- Number: Click to open the Purchase Invoice.
- Account Code: Click to open the employee Supplier Account.
- Status: Filter expense claims by processed, posted, or cancelled.
- Approval Status: Filter expense claims by pending approval, pending, approved, rejected, or approval not required.
- Due: Filter due or not due purchase invoices.
- Actions: Select Duplicate, Re-Submit for Approval, or Cancel Invoice where available.
- Add/Remove Columns: Set up which columns you want to appear in the Expense Claims grid.