Submit electronic expense claims via eConnect: cost lines, mileage reimbursement and tracking.
On the eConnect platform you can submit electronic expense claims. Expense claims are processed as e-invoices and automatically delivered to your connected accounting software, just like a regular purchase invoice.
Expense claim is meant for expenses and mileage reimbursement, not for uploading or creating an invoice. To upload or create an invoice, use the Sales invoice app (create it yourself or upload an existing XML file) or Purchase invoice app (received invoice) from the side menu, see Create and send an invoice.
When you open Expense claim in the side menu, you see the dashboard with a chart of your submitted claims and a Track & Trace overview. The Track & Trace shows the progress of each claim through the following statuses:
Via the sub-navigation you can filter by phase: Draft claim, New claim, Delivered, Opened, Approved and Rejected.
Click New claim in the sub-navigation.
Fill in the claim form with the following details:
After filling in the form, save the claim. You can choose to submit it immediately or save it as a draft for later.
Just like sales invoices, you can set up automatic numbering for expense claims. The system then automatically assigns a sequential number to each new claim. The configuration works the same way as for invoices, see Set up automatic invoice numbering.
Submitted expense claims are converted by the platform into an e-invoice and delivered to the organisation. If a software connection is active, the claim appears automatically in the accounting software.
For organisations that have set up an approval workflow, the claim goes through the approval process before it is processed.
The eScanner App (which allowed you to register receipts and mileage via your mobile) has been discontinued. As an alternative, you can submit receipts by email via the Email Receiver. Take a photo of the receipt, send it as an attachment to your trusted sender email address, and the platform processes the document automatically.
There is no separate drop-down "Apps" button in the menu bar. Expense claim, like the other applications (Sales invoice, Purchase invoice, Conversion task, Email Receiver, Autopilot, Order), stands on its own in the side menu. Scroll directly in the side menu to the app you need.
No, Expense claim is meant for expenses and mileage reimbursement, not for uploading or creating an invoice. Use the Sales invoice app (create it yourself or upload an existing XML file) or Purchase invoice app (received invoice) from the side menu instead.
Want to also send invoices via the platform? Read Create and send an invoice.
Submit an expense claim