You can enter expense claims in the Sage 200 desktop, or in a browser using the Self ServiceSelf Service provides web access to Sage 200 data via workspaces, and to some features such as authorise purchase orders and enter and authorise timesheets and expense claims. application.
You can create expense items against which resources can submit expense claims, and organise the items in expense categories. The expense claims can be charged to an activity (project items), or they may not be project specific.
Authorise expense claims.
If you set up your system to use authorisation, an authoriser must check and approve a Submitted expense claim before it can be posted.
Post expense claims
If you have not chosen to automatically post your expense claims, the submitted or authorised expense claims must be manually posted to Financials, Project Accounting or Payroll.
If you have chosen to automatically post expense claims, all Submitted or Authorised expense claims are posted as appropriate.
Before you can enter expense claims, you must have set up the following:
Created resource records for your timesheet users.
If you use Sage Payroll, you can import employee records so that your employees can enter expense claims in Project Accounting. You can then post their expense claim transactions back to Payroll in order to generate payments.
What do you want to do?
Enter Timesheet and Expense Claim settings
Create expense claim items and categories
Post expense claims to the Nominal Ledger, Project Accountingor Sage Payroll