Add Expense Claim Type

Admin User Configure settings Manage employee accounts

The Expense claim type must be used to categorise the type of general expense claims employees can submit, such as, hotels, food, or travel by methods that aren't paid at a rate per mile.

If the claim type is for a travel method paid at a rate per mile, a Mileage Claim Type must be created.

1. Select Add Claim Type.
2. Enter and select the following details: 
   • Code — A way to identify the claim type, such as HOTEL
   • Title — A meaningful description for the claim type

   • VAT Code — The VAT rate that is automatically assigned when claims are made

     To allow employees to choose a different VAT rate when making a claim, select Is Editable.

   • GL Code — The nominal in IRIS Financials the claim type is to be posted to

3. For each Location:

   • Select the IRIS Financials Nominal and Account the claim type is to be posted to.

     To allow employees to choose a different Nominal or Account when making a claim, for the required location, select Is Editable.

   • If the claim type can be made for the location, select Active.

4. Save the claim type.