Module guide
Expenses & Travel
Record authorized travel or expense claims with dates, category, amounts, currency and receipts. Submit for the configured review and accounting process. An approved claim may still require a separate payment entry.
How this module fits your work
Record authorized travel or expense claims with dates, category, amounts, currency and receipts. Submit for the configured review and accounting process. An approved claim may still require a separate payment entry.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Claims, advances & approvals
- Employee AdvanceRecord page · Claims, advances & approvals
- Expense ClaimRecord page · Claims, advances & approvals
- Purpose of TravelRecord page · Claims, advances & approvals
- Travel RequestRecord page · Claims, advances & approvals
Setup & Templates
- Expense Claim TypeRecord page · Setup & Templates
Dashboards
- ExpensesWorkspace · Dashboards
Reports
- Employee Advance SummaryReport · Reports
- Unpaid Expense ClaimReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.