Expense Claims
The same claims Supply Chain lists, read as finance reads them: what was spent, what the card already paid, what an advance covered, what is owed — and which ones are worth auditing.
Where to find it
- Module: Accounting
- Group: Spend & Risk
- Section: Travel & Expense
- Screen: Expense Claims
Address in the console: /accounting/expense-claims
List · 18 columns · 5 fields on its form · 7 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Claim | Code | report_no |
| Claimant | Text | employee_name |
| Title | Text | title |
| Period to | Date | period_end |
| Claimed | Amount | total_amount |
| Approved | Amount | total_approved |
| On card | Amount | company_paid |
| Advance | Amount | advance_applied |
| Owed to them | Amount | reimbursable |
| Owed back | Amount | due_to_company |
| Tax back | Amount | tax_reclaimable |
| No receipt | Number | lines_without_receipt |
| Breaches | Number | violation_count |
| Risk | Number | risk_score |
| Audit | Status | audit_status |
| Days | Number | days_in_process |
| Overdue | Yes or no | approval_overdue |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Project | Choice | Looked up from existing records | |
| Work breakdown element | Choice | Looked up from existing records | |
| Accounting period | Text | ||
| Audit findings | Long text | ||
| Notes | Long text |
What you can do here
Select for audit
By risk rather than at random, plus a random control sample — because selecting only by risk means a claimant who knows exactly where the thresholds are is never looked at.
Asks for: Risk threshold Random sample %
Check policy
Every condition, per line — not just the cap on the type.
Recoverable tax
Real money, and almost always left on the table.
Adjudicate
A claim silently cut is a claim resubmitted, so a reduced line carries the reason.
Asks for: Line adjustments
Settle the advance
Record the audit
Asks for: Outcome* What was found
Reimburse primary
The approval raises the liability; this is the payment.
Asks for: Through Paid on
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.