Expense Management Process

You're filing an expenses request. Below you will find the necessary form fields to record the information pertinent to this expenses claim. 

Fill in all the sections with the appropriate degree of detail. This claim will then be passed to your manager for approval. 

Use the form fields below to document your claim.

Employee details

Expense details

This manager needs to approve or deny the claim request while keeping the accountant who is overseeing the process informed.

Claim details

Purpose of the expense: {{form.Purpose_of_the_expense}}

Value: {{form.Value_of_the_expense}}

Description: {{form.Description_of_the_expense}}

Use the form field below to approve or reject the claim.

Keeping the accounting department up to date with rejected expense claims allows them to track the number of claims which are made and the ratios of approval.

Using the form field below, describe the reason why the expense claim has been rejected. 

Contact the employee to confirm their expense(s) have been approved.

You can use the email template below to contact the employee.

Contact the employee to notify them that their expense(s) has been rejected

You can use the email template below to contact the employee.

Add the expense claim total cost to the relevant department's expense account. 

For cash payments being retroactively reimbursed, you should add a debit to expenses and add a credit to cash. 

You can use software like Concur, Xpenditure, or others, to help you manage the details of different expense claims to gather data from in future.

HR needs to ensure that the employee receives reimbursement for the expense outlay in their next paycheck. 

When you have processed the payment, confirm that the work has been done in the drop-down field below.

Remind HR that the expense needs to be processed as soon as possible so it can be included in the employee's next paycheck.