New Expense
New Expense submits a site expense claim against a tender project. It opens the standard reimbursement claim form, with the project tagged so the cost reaches contract profitability rather than general overhead.
Where to find it
Go to TenderPro > New > New Expense.
What to enter
| Field | Description |
|---|---|
| Project | The contract the cost belongs to. This is the field that matters most. |
| Employee | Who incurred the expense. |
| Date | When it was spent. |
| Category | The expense type, from Expenses settings. |
| Amount | What was spent. |
| Attachment | The receipt. |
Attach the receipt at submission. Site claims are the ones auditors sample first, and chasing a receipt from someone who has moved to the next contract rarely produces it.
The form behind it
This is the ERP reimbursement claim form with the project context applied — the full field reference is on Reimbursement. Claims appear in Expenses once submitted.
Related pages
- Expenses — tracking claims
- Cash Voucher — money advanced first
- Reimbursement — the full form reference