Overview of the Expense Claims Process

IRIS Expenses is used to record employee personal expenses. When an employee incurs expenses, they record the details of the expenses against approved claim types and mileages calculations. The expenses claim can then be approved and posted as a document to PS AccountingIRIS Financials, so that payment can be made to the employee.

If an expense claim is rejected, the employee has a record of the expenses and the reasons they have not been approved.

Before using IRIS Expenses, please ensure employees who require access have been set up as a user for PS AccountingIRIS Financials/. For more information, contact the person within your establishment/organisation who administers your system, i.e., has a CUSTADMIN login.

The following graphic outlines the process of an expenses claim through .IRIS Expenses

Expenses entered in IRIS Expensescan be accepted, declined (sent back to the employee for amendment), or rejected.

Accepted Claims - are processed and posted to PS Accounting/ IRIS Financialsto arrange payment to the employee for expenses incurred.

Declined Claims - are sent back to the employee to make the necessary amendments needed, for example, uploading a missing receipt, so that the claim can be processed and posted to PS Accounting/IRIS Financials.

Rejected Claims - are not accepted and processed for payment of expenses incurred.