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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.

Step by Step Guide: 

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.



1. Navigate to ACCOUNTING > General Ledger > General Ledger Accounts.

2. Click on Posting GL Accounts.

3. Click the New Posting to GL Account

4. Enter the following Posting Criteria:

  • 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.

5. Enter the following Revenue & Expense Accounts:

  • Expense Claim Acct - Select an expense claim account.

6. Click Save

Tip: - 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.