Expense runs & advances
Expense run process, payments, and advances.
By Harry and 1 other2 authors29 articles
- Paid expense trips appear in the new expense runSeveral claims with a paid status need to be closed off because they are coming across the new expense run.
- Unable to generate payment claims in the expense runUnable to run the generate payment claim, the trip is still at approved or the already Submitted check box is selected.
- Generate payment claims is not workingWhen doing an expense run, the generate payment claims is not working.
- Advance is not clearing downClear down an advance that was repaid outside of the system.
- Roll back expense run validationRollback an expense run validation process.
- Paid claims still showing as ProcessedExpenses claims where processed and claimants have been Paid. However these expenses are still showing as Processed.
- Error: Expense run validation already completedError when trying to run the generate payment claims in back office.
- Advance payment not linking to expense claimClaimant received an advance and submitted an expense claim to match off against the advance but the outstanding advance did not link in with the claim.
- Paid claims still showing as ProcessedExpenses claims where processed and claimants have been Paid, however these expenses are still showing as Processed.
- Input an advance paid out with the expense runInput an expense advance into an employee record to show that it has been paid to them.
- Remove an advance from a rejected tripRemove an advance from a rejected trip and attach it to new approved trip
- Error while carrying out an expense run: query caused no records to be retrievedError while carrying out an expense run: query caused no records to be retrieved
- Expense job stuck at status 1When carrying out an expense run, the expense job is stuck at status 1.
- Checklist when comparing reports generating during Expense RunWhen doing an expense run, some reports are generated automatically, and some are recommended to be generated by the user.
- Expense run processEverything you need to do to complete an expense run.
- Payments by company have a status of processed and not paidSome expenses are marked as PROCESSED even after the expense run they were included in has been finalised.
- Advance recouped but still showing as outstandingAdvance has been recouped last year but still showing as outstanding for claim input this current year.
- Job Queue StatusThe different job statuses displayed on the Job Queue screen in CoreExpense.
- Unable to select a project code when creating an expense in portalA new project code was created in back office, but employees are unable to select it in Core Portal when creating an expense report.
- View old expense receipts in portalRetrieve old receipts from portal.
- Delete a claim from a tripA trip has a claim attached that needs to be deleted.
- Delete trips with a status of new in Back OfficeDelete trips with a status of new via back office.
- Duplicate expense detectionSteps on how to set up duplicate expense detection and enable alerts for approvers to identify and flag duplicate claims quickly and efficiently.
- Expense Approval History is blankThe expense approval history tab is blank for all staff who approve expenses.
- Reject individual expenses claimsReject individual expenses claims in back office before they are committed to payroll for payment.
- Remove a trip from a claimSteps to remove a trip from a claim in an expense run.
- View receipt in back officeView or download an expense receipt in back office.
- Error: 'You do not have access to run this option'When accessing the Expense Item Print Friendly screen in portal, the following error appears: You do not have access to run this option.
- Approve an expense trip in back officeApprove an expense claim on behalf of a manager/employee in back office.