Expense Claim Type in Frappe HR: Categorising Claimable Expenses
An Expense Claim Type defines a category of expense that employees can claim Travel, Food, Lodging, Fuel, Telephone, and so on. Beyond just labelling expenses, each type points to the accounting ledger the expense should book into, so claims land in the right place in your books automatically.
You will find it under Home > Human Resources > Expense Claims > Expense Claim Type.
BEFORE YOU START
Your Company and its Chart of Accounts should be set up, since each expense claim type maps to an expense account for the company.
How to create an Expense Claim Type
- Open the Expense Claim Type list and click New.
- Enter the Expense Claim Type name (e.g. “Travel”).
- In the Accounts table, add a row with the Company and the Default Account the expense ledger this type should book to for that company.
- Optionally add a Description.
- Save.
If you run more than one company, add an account row per company so the type books correctly in each.
Why the default account matters
The default account is what makes expense claims book to the correct expense ledger without anyone having to pick an account each time. When an employee files a claim and selects a type, the type’s account drives where that expense lands so getting these mappings right means clean, consistent accounting from every claim.
TIP
Create a clear set of expense claim types that match how your finance team wants expenses reported and map each to the right account. A well-chosen list keeps claims consistent and makes expense reporting far easier at month-end.
Related Topics
- Expense Claim
- Employee Advance
- Travel Request
- Company
SUMMARY
An Expense Claim Type categorises claimable expenses and maps each category to an expense account. Create one with a name and an Accounts table linking each Company to its Default Account (one row per company in multi-company setups). When employees file Expense Claims, the type drives which ledger the expense books to so a clean, well-mapped set of types keeps your expense accounting consistent and reporting simple.
