Finance

Approve expenses and post employee claims

Bring business spending and reviewed employee reimbursements into Finance.

How to do it

Create an expense with date, category, net value, tax and a receipt link. Mark input tax recoverable only after reviewing eligibility.
A Finance approver approves the expense, posting expense/input-tax and payable entries.
Record a verified external bank reference after paying an approved expense.
Completed employee service requests with an amount appear for once-only Finance import. Review the claim before approval.
Published social posts with recorded spend can create one Marketing expense for Finance review.

The employee request or social post source is retained so repeated imports cannot duplicate an expense.

Approval, payment and a receipt link are separate records of different business events. A completed request is not proof that a payment was made.

Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.