Employee Expense Claim Management with ERPNext

Setup Employee Advance Account

Step 1: In Chart of Account Create Employee Advance account in Loans and Advances (Assets) Group with account type should be Receivable

Step 2: Select this account in company master under HR & Payroll Section: -> Default Employee Advance Account

this is one time activity.

Setup Expense type

We need to create all expense type which applicable for your company like food expense, patrol expense etc.

• Go to Chart of Accounts

Step 3: Create Expense Account Head for expense type like Food Expense under Indirect Expense with account type Expense Account.

• Go to Expense Type list

Step 4: Create Expense Type if not exist which you needed.

• select Default Account in Accounts table that we created in step 3.

Setup Employee

Step 5: Create Employees

• Create All Employee with related detail
• Must select Expense Approver under Attendeance & Leave tab

Employee Advance

When you transfer advance money to employee you need to create employee advance record for that entry

• Go to Employee advance list

Step 6: Create Employee advance with add details for transaction and submit this record - after submit, Create Payment Entry button will visible click that to do payment Entry

Expense Claim

When employee did any expense related to company s/he will create Expense Claim Entry

Step 7: Go to Expense Claim list

• Fill all details needed
• employee's expense approver can submit that record
• also mark Is Paid as employee already paid that amount