Expense claims use the employee record
What moves
An expense claim is filed for an employee found through the HR record linked to their sign-in, and the employee's name travels on the claim.
Before you start
- HR Management and Accounting in your plan
- Each employee linked to their sign-in in HR
Step by step
- HR specialistHR Management
Links the employee record to the person's sign-in.
You see:The person is recognised as an employee.
- EmployeeAccounting & E-Invoicing
Files an expense claim for themselves.
You see:The claim carries the employee's name from HR.
- Finance controllerAccounting & E-Invoicing
Approves the claim.
You see:The claim can be posted and paid.