Whenever Employee’s make expenses out of their pocket on behalf of the company. For example, if they paid for a service related to a shipment like palletisation, fumigation, packaging etc, while doing custom clearance for the shipment. Or they paid for their medical supplies,  for office travel expense etc.

Let's try to record an expense claim for activities related to a shipment. For example while clearing and moving a shipment you incurred expenses for Palletization, CMC , Examination and Phytosanitary Certificate

Select the Nature of Expense Claim, this determines whether it was incurred it done for a Air Shipment, Ocean Shipment or it is not related to shipment

Enter the name of the Employee who paid for this expense & the name of the team member, (generally some one from finance team) who is approver for this expense

If expense has been done for a shipment, click on Search Job and search shipment by various reference numbers like MAWB #, BL#, Container Number ..... select the shipment

Enter the item wise details of the expenses incurred by searching the relevant expense claim type for each activity and enter the amount spent for each one of them

Basis on the branch of the shipment, Employee payable account ledger will automatically be selected, you can change the payable account manually if you want to post this expense claim to any other payable account

Once you submit an expense claim system books an expense against the expense accounts mapped with the expense claim type and the employee payable account 

In articles of payment entries we will see how you can payment entries for the expense claim recorded