Create an expense claim
/visma-net-erp/help/time-and-expenses/process-expense-claims/create-an-expense-claim
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You can create an expense claim by using the Expense claims (EP301030) window as a starting point.
2026-02-19T17:09:06+01:00
# Create an expense claim
You can create an expense claim by using the Expense claims (EP301030) window as a starting point.
For more information: [Expense claims (EP301030)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claims-ep301030/).
You can create an expense claim by using the
[Expense claims (EP301030)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claims-ep301030/) window as a starting point.
From there, you can add a new claim in the [Expense claim (EP301000)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claim-ep301000/) 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)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/employees-ep203000/) window
1. Go to the [Expense claims (EP301030)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claims-ep301030/) window.
1. Click .
The system navigates to the [Expense claim (EP301000)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claim-ep301000/) 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 .
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)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-receipt-ep301020/) window, and then enter the expense receipt. [Create an expense receipt](/visma-net-erp/help/time-and-expenses/process-expense-claims/create-an-expense-receipt/)
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)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-receipt-ep301020/) 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 .
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