Ocerra Expenses allows employees to submit business expenses they have personally paid and need reimbursed for by the company.


Common examples include:

  • Travel expenses
  • Meals and entertainment
  • Accommodation
  • Parking
  • Office supplies
  • Other work-related purchases


Employees can upload receipts and invoices, group multiple documents into a single expense claim, and submit claims for approval.


Finance teams can review, approve and export approved expense claims to their accounting system.

How Expense Claims Work

  1. The employee uploads one or more receipts or invoices.
  2. Ocerra creates an expense claim.
  3. The employee submits the claim for approval.
  4. Approved claims can be exported to the accounting system.
  5. The employee is reimbursed by the business.

A single expense claim can contain one or multiple supporting documents.

Exporting Expense Claims

Approved expense claims are exported as Accounts Payable bills.


Because the employee has already paid the original supplier, the reimbursement bill is created against the employee rather than the original supplier.


For this reason, employees must exist as supplier or contact records within the accounting system before expense claims can be exported.

Reimbursements

Once an employee has been reimbursed, the expense claim can be marked as reimbursed within Ocerra.

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