This guide explains how to batch your approved expense claims and integrate them to your accounting package.
Processing and Batching Approved Expenses
For expenses that have been Authorised but not yet batched, manual batching is simple:
- Start at Expenses > Process.
- Select the Expense Card Group and/or Branch you require, or leave these fields blank for all Users expenses to be displayed.
TIP: You can process expenses for only one Expense Card Group per batch.
3. Check to select the Expense card you wish to process from the list on the left.
The authorised expenses for these selected Expense Cards will be displayed on the right.
4. Tick to select the expenses you wish to batch and process from the list on the right.
5. Click Create batch.
This takes you to the batch screen. The Code and Description for the batch are automatically generated. You can edit these if necessary.
6. Enter the Analysis date and Payment date.
7. Click Save and close.
8. Next, you're taken to the Expense Batch screen. Click Export Analysis to export the information to your accounting package.
Depending on which accounting package you use, the information will either be sent straight through from Lentune, or a file will be exported for you to import into your accounting package.
Authorising and Batching Simultaneously
If you have the appropriate authority, you can approve and batch expenses in one operation.
- Start at the Expenses > Approval screen:
- Click the down arrow beside the Authorise button.
- Select Authorise and batch selected expenses.
This will take you directly to the New Batch screen for seamless processing.
2. The Code and Description for the batch will be generated automatically, and is editable if required.
3. Enter the Analysis date and Payment date.
4. Click Save and close.
Now, you're taken to the Expense Batch screen. Click Export Analysis to send the batch across to your integrated accounting system.
Efficiently managing your expense claims ensures your financial processes remain streamlined.
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Last updated: 22 May 2024