Employee CA & Claim

Document flow

1. Request
2. Approval
3. Payment Schedule
4. Settlement

Tutorials

1. Set up expense categories

   Employees can pick an expense category when they submit a claim, and each category posts to its expense account.

   3 steps

2. Submit and approve an expense claim

   What employees spent on behalf of the company is reimbursed, and the expense is recorded in the books.

   6 steps

3. Request and approve a cash advance

   The employee receives funds in advance for work expenses, and the advance stays on record until it is settled.

   4 steps

4. Settle a cash advance

   The employee advance is settled with expense claims and the refund of unused funds.

   4 steps