---
title: "Create an expense claim"
description: "You can create an expense claim by using the Expense claims (EP301030) window as a starting point."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/process-expense-claims/create-an-expense-claim/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/process-expense-claims/llms.txt


# Create an expense claim

Last modified February 23, 2026

> You can create an expense claim by using the Expense claims (EP301030) window as a starting point.


For more information: [Expense claims (EP301030)](https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claims-ep301030/index.md).

You can create an expense claim by using the
[Expense claims (EP301030)](https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claims-ep301030/index.md) window as a starting point.
From there, you can add a new claim in the [Expense claim (EP301000)](https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claim-ep301000/index.md) window.

In this window, you can enter the following expense claims:

+ Your own claims
+ The claims of employees in the work groups at lower levels in the company tree than your work group
+ The claims of employees for whom you are an appointed delegate; all delegates of a particular employee are listed on the **Delegates** tab of the [Employees (EP203000)](https://docs.vismasoftware.no/visma-net-erp/help/organisation-structure/organisation-structure-windows/employees-ep203000/index.md) window

1. Go to the [Expense claims (EP301030)](https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claims-ep301030/index.md) window.
1. Click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png).

    The system navigates to the [Expense claim (EP301000)](https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claim-ep301000/index.md) window so that you can enter a new expense claim.
1. In the top part, specify the claim information as follows:

    1. In the **Description** field, type a brief description of the claim.
    1. In the **Claimed by** field, select the employee who is claiming the expenses.
    1. In the **Currency** field, change the currency if the employee should be reimbursed in a different currency.
    1. Optional: In the **Customer** field, select a customer if the employee incurred the expenses while working for a particular customer. If you add expense claim lines directly on the **Expense claim details** tab, this customer will be automatically specified for each new line.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).
1. To add expense claim lines, on the **Expense claim details** tab, do one of the following:

    + If you need to enter a new expense receipt that will be added to the claim, click **Add new receipt** in the table toolbar to open the [Expense receipt (EP301020)](https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-receipt-ep301020/index.md) window, and then enter the expense receipt. [Create an expense receipt](https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/process-expense-claims/create-an-expense-receipt/index.md)

      For more information, see:
    + If you need to add existing expense receipts to the claim, click in the table toolbar to open the **Add receipts** dialog box; select one or more existing receipts, and then click **Add** to add them to the claim.
    + If you want to add lines directly to the claim, click on the first empty row in the table and fill in the appropriate columns.
1. Optional: If you need to correct the VAT or taxable amounts in the expense claim, either edit (in the [Expense receipt (EP301020)](https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-receipt-ep301020/index.md) window) the individual receipts included in the claim, or click the link in the **VAT amount** column for the needed line on the **Expense claim details** tab, and modify the amounts in the **Document VAT** dialog box, which opens.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/time-and-expenses/process-expense-claims/about-expense-claim-release/index.md">About expense claim release</a></li><li><a href="/visma-net-erp/help/time-and-expenses/process-expense-claims/about-expense-claims/index.md">About expense claims</a></li><li><a href="/visma-net-erp/help/time-and-expenses/process-expense-claims/about-expense-receipts/index.md">About expense receipts</a></li><li><a href="/visma-net-erp/help/time-and-expenses/process-expense-claims/about-expense-claim-approval/index.md">About expense claim approval</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/time-and-expenses/process-expense-claims/approve-or-reject-expense-claims/index.md">Approve or reject expense claims</a></li><li><a href="/visma-net-erp/help/time-and-expenses/process-expense-claims/release-expense-claims-2/index.md">Release expense claims</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claim-ep301000/index.md">Expense claim (EP301000)</a></li>
</ul>


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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/time-and-expenses/process-expense-claims/create-an-expense-claim/)