Approving and paying claims

Approving (manager)

The team's claims appear in the notification bell and in Reimbursement → Claim Approval.

• The direct manager can always decide their subordinates' claims.
• People with Approve/Reject on this menu can decide within their data scope.
• A rejection needs a reason. Nobody can approve their own claim.
• In Warn mode, claims above a limit are flagged and the details are visible.

Paying (finance)

Menu Reimbursement → Claim Payment.

1. Select one or more approved claims.
2. Enter the payment date, method (transfer, cash, other), reference, and the transfer slip if any.
3. Save. All selected claims are paid at once, or none if one fails.

An invalid claim (a fake receipt, for example) can be rejected by finance with a reason.

The employee receives an email when the claim is paid.

Automatic journals

When Finance Settings → automatic claim journals is on, each payment posts a journal: debit the category's expense account, credit cash/bank. A payment in a closed month is refused. See Chart of accounts.