Finance Tasks

Submit an expense claim

1. Open Expenses → Expense Claim (or Employee Expense).
2. Click New.
3. Add lines: date, expense type, amount, receipt attachment if required.
4. Save and Submit for approval.

Your manager or finance team receives the claim in their approval queue. You can track status on the same document.

Approve an expense or invoice

If you are an approver:

1. Open Approvals, your Worklist, or the email link you received.
2. Review amounts and attachments.
3. Approve or Reject with a comment if rejecting.

View customer invoices

1. Go to Accounts Receivable → Sales Invoice.
2. Filter by customer, date, or status (Unpaid, Overdue).
3. Open an invoice to print or email a copy.

Record a customer payment

(Usually done by finance staff.)

1. Open Payment Entry.
2. Select Receive and the customer.
3. Allocate the payment to open invoices.
4. Submit to clear the balance.

Month-end for everyday users

You do not need to close the books — that is handled by finance. Before month-end, make sure you have:

• Submitted all expense claims for the period
• Posted or submitted deliveries and timesheets on time
• Responded to any return or correction requests from finance

Common issues

For tax or statutory reporting questions, speak to your finance department.