This guide will explain how to seamlessly batch your approved expense claims and integrate them to your accounting package.
Processing and Batching approved expenses
For expenses that have been Authorized but not yet batched, manual batching is simple:
- Go to 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.
This will display the authorized expenses for these selected Expense Cards on the right.
4. Click to select the expenses you wish to batch and process from the list on the right.
5. Click Create batch.
You'll be directed to the batch screen, where the Code and Description for the batch are automatically generated. They can be edited if needed.
6. Enter the Analysis date and Payment date.
7. Click Save and close.
8. You'll now be on the Expense Batch screen, where you can Export the information to your accounting package by clicking on Export Analysis.
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 then import into your accounting package.
Authorizing and Batching Simultaneously
If you have the appropriate authority, you can approve and batch expenses in one swift operation.
- Go to the Expenses > Approval screen:
- Click the down arrow beside the Authorize button.
- Select Authorize 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, editable as required.
3. Enter the Analysis date and Payment date.
4. Click Save and close.
You'll land on the Expense Batch screen, where you can click on the Export Analysis button 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: 21 September 2023