cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Unlock the full power of QuickBooks with our Training Classes - Discover more
chewitt-peoplepl
Level 1

Expense claims issue

We use QBO to manage staff expenses. They submit the expenses, they are then reviewed and, if OK, we "Create expense". 

 

In order for these expenses to be reimbursed to employees via our payroll, I typically go to the Expenses screen and select the relevant date range and do an export, that I pass on to our payroll team. However, I have realised today that the filter and export work using thtransaction date and not the submitted date. 

 

So, if an employee is a bit late submitting their expenses and they submit a claim for an expense that was transacted in a previous time period, then there is no obvious way for me to tell. 

 

I have tried running the Expenses by supplier summary report, but that can't be used to cross-check, as it only provides the net amount (excl. VAT). 

 

What I need is a way to view all expenses logged in a specific time period, so that I can be sure that staff are being properly reimbursed, or to be able to mark an expense claim as paid.  Am I missing something, or is there no way to check?

2 REPLIES 2
Maybelle_S
QuickBooks Team

Expense claims issue

I understand the importance of managing staff expenses in QuickBooks Online (QBO), Chewitt. It's to ensure accurate reimbursement.

 

You're on the right track to creating an expense transaction to reimburse your employees' business-related expenses. However, you'll have to select a liability account to record it properly in your QuickBooks Online (QBO) account.

 

Additionally, you have two options 9to reimburse your employees. If you want to pay them on the day of the transaction, you can create an expense transaction and select a liability account.

 

But if you want to record the expenses and pay them later, you can create a journal entry. For more guidance, please check out this article for the detailed steps and information: Reimburse an employee.

 

As always, feel free to visit our QuickBooks Community help website for tips and related articles in the future.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help.

Maybelle_S
QuickBooks Team

Expense claims issue

I understand the importance of managing staff expenses in QuickBooks Online (QBO), Chewitt. It's to ensure accurate reimbursement.

You're on the right track to creating an expense transaction to reimburse your employees' business-related expenses. However, you'll have to select a liability account to record it properly in your QuickBooks Online (QBO) account.

Additionally, you have two options 9to reimburse your employees. If you want to pay them on the day of the transaction, you can create an expense transaction and select a liability account.

But if you want to record the expenses and pay them later, you can create a journal entry. For more guidance, please check out this article for the detailed steps and information: Reimburse an employee.

As always, feel free to visit our QuickBooks Community help website for tips and related articles in the future.

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help.

Need to get in touch?

Contact us