How to create and submit an expense claim

Once you have incurred an expense follow the steps below to manage your expenses for reimbursement

Video Tutorial:

Steps:

1. Navigate to My Menu and Select My Expenses.
2. Select New Expense Claim.
3. Complete the expense claim header 

   1. The Date defaults to the current date but can be overridden if needed

   2. The Currency reflects your payable currency.  This defaults to your office currency or is overridden on your payee record (aka Supplier record).  
   3. Check the box Enter Other Currency Lines if your expense includes multiple currencies 
4. Enter an expense line item directly on the grid
   
   1. Specify the date of the expense
   2. Depending on your agency's settings, a Billable box maybe visible. If visible, the Billable box is checked and controls the list of jobs that are available for selection on the Job No. field. 
      1. Keep this checked if entering an expense against a billable job.  Enter or search for the client job that this expense is billable to.  Only billable jobs will appear on the list if the Billable checkbox is enabled. 
      2. If entering a non-billable expense, uncheck the Billable box.  Enter or search for a non-billable job or leave this blank if your agency does not require a job number for non-billable expenses.
   3. Enter or search for a task type (expense category) for this expense line 
   4. Enter the amount in the Expense Currency Amount column, if entering a different currency otherwise, use the Amount Incl Tax column. Override the system-assigned Tax if needed.
   5. The Employee Code defaults to your code. 
   6. The Client Code is inherited from the job you specified.
   7. (Optional) Select the Expense Location for this expense line. This field only is visible if your agency has defined locations via custom data.
   8. Enter additional Notes for each expense line.  For example, you might want to enter attendees for a client or agency meal.
   9. Link the receipt photo by clicking on the   icon.  You have two options:
      1. Scroll through receipts emailed to receipts@counta.com and attach the corresponding one to the expense line, or
      2. Upload a photo of the receipt directly from your device.
5. Click Save or Save and Close