ERPNext HR & Payroll
What is Expense Claim?
- Expense Claim
- An Expense Claim in ERPNext lets employees submit reimbursement requests for out-of-pocket business expenses with receipts, routed through an approval workflow.
Submitting an Expense Claim
Go to HR → Expense Claim → New. Add expense rows with type (Travel, Meals, Accommodation), date, amount, and attach receipts. Submit to trigger manager approval. Approved claims create a payable entry and can be paid via payroll or a separate bank payment.
Expense Claim Types and Limits
Configure Expense Claim Types in HR → Expense Claim Type with default expense accounts and maximum allowed amounts per claim. This controls which accounts expense items post to and enforces per-type spending limits automatically.
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