Create an expense claim
To manage and track the reimbursement of employees for the expenses they incur while performing their work, expense claims can be created.
To create an expense claim
Select Search (Alt+Q)
, enter expense claims, and then select the related link.The Expense Claims page opens.
On the action bar, choose New.
The Expense Claim page opens.
Specify values for fields as required.
Tax Area Code on the General FastTab
When the Tax Area Code on Claim Header toggle is turned on in Purchases & Payables Setup, a Tax Area Code field appears on the General FastTab of the expense claim. The field is editable when the claim status is Open or Approved, and read-only when the claim status is Pending Approval, In-Progress, Completed, or Cancelled.
When you select a Tax Area Code on the General FastTab, a confirmation message appears. Selecting Yes updates the Tax Area Code on all existing claim lines and recalculates tax amounts and totals. Selecting No reverts the field to its previous value and no lines are changed.
When a new line is added to a claim that has a Tax Area Code set on the General FastTab, the Tax Area Code on the new line is automatically populated with that value. The line-level Tax Area Code can be changed independently without affecting the value on the General FastTab or other lines.
Learn more in Set up Tax Area Code on expense claim header.
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