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How to create a GL posting for an Expense Claim

This function assigns the Expense GL Account for non-billable transactions automatically, asking employees to only select a task type instead of selecting an expense GL account themselves.

Steps:

  1. Navigate to ACCOUNTING > General Ledger > General Ledger Accounts.
  2. Click on Posting GL Accounts. 
  3. Click the CREATE A NEW POSTING TO GL ACCOUNT. 
  4. Enter the following information
    Maria Large Knowledge Base Template -Jun-27-2023-04-51-57-4349-PM 
    Posting Criteria  Description
    Posting Type  Select Expense Claim. 
    Office  Select an office (only if this posting relates to a single office. 
    Job Select a job. 
    Task Type Select a task type. 
    Revenue & Expense Accounts Description
    Expense Claim Acct Select an expense claim account. 
  5. Click SAVE or SAVE &. CLOSE. 

  • If this posting is to apply for expenses assigned to a particular task type, select that task type.
  • If this posting is to apply for expenses assigned to a particular task type and a particular job, select the task type and the job.