Expenses
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Expenses

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Expenses, Claims, Approval

If this is your first time setting up your Organisation for Expenses, please refer to this article for configuring JobBag for Expenses.


If this is your first time logging Expenses or creating claims, read on here:-

What are Expenses?

Expenses are costs that are incurred for running a business. They can be incurred on various day-to-day business activities including travel, food, and lodging. Record and claim reimbursement for all the expenses you incur on behalf of your business in the Expenses module.
Learn how to create Expenses here →

Expense statuses

Expenses can have Receipts (image files) attached, or not.
Before being added to a claim, Expenses are considered 'Incomplete'.
Once an Expense has been added to a Claim, they will be considered 'Completed' Expenses.
Learn about Expense statuses here →

What are Claims?

An Expense Claim is a compilation of all the Expenses you have incurred for a project or for a period of time. You will need to create a claim, submit it to your manager or finance team (depending on your Organisation's preference) in order to be reimbursed for your Expenses.
Learn how to create Claims here →

Claims statuses

Draft claims : Created, but not submitted to anyone.
Pending claims : Submitted for approval and reimbursement, but approval and reimbursement is not yet complete.
Approved claims : Submitted for approval, and manager has reviewed and approved the claim. Reimbursement is not yet complete.
Rejected claims : Submitted for approval, manager has reviewed and rejected the claim with a mandatory reason. The claim is sent back to the originating user.
Posted claims : Finance has reviewed, approved and posted the claim to the General Ledger. Reimbursement is not yet complete but iminent.
Paid claims : Finance has reviewed, approved and posted the claim to the General Ledger. Reimbursement is complete.
Learn about Claim statuses here →

Approving and Rejecting Claims

All claims need to be checked and approved prior to reimbursement, so that the Organisation allocates costs to the right cost centres.
Depending on your Organisation, you may need a Manager to approve claim, or send it direct to Finance for approval.
Learn more about Manager's Review of Claims here →
Learn more about Finance Review of Claims here →

Organisation's Process

If this is your first time setting up your Organisation for Expenses, please refer to this article for configuring JobBag for Expenses.

Option 1:

Finance team in the Organisation checks, approves, posts and pays expense claims.
JBX Expenses Steps 3 (1).png

Option 2:

Managers with Approval privileges checks and approves expense claims. Finance team checks, posts and pays expense claims after they are approved.
JBX Expenses Steps 4 (1).png



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