Staff expenses

Staff claim for any out of pocket expenses which they have paid already, and now need to claim to be reimbursed for that expense.

Synergy has two types of staff expenses:

1. Cash expenses

These are variable cost items like taxis, flights, accommodation, fuel, or stationery that the staff has paid out of their own pocket and need to be reimbursed.

Type the dollar value that you paid for the expense (including tax). Expenses can be entered with the weekly lines by typing the value against each day of the week you incurred the same expense. The same note is used for all the days of the cash expense line.

2. Travel expenses

These are fixed cost items such as mileage claims for each mile/ KM travelled in you personal car driven for business purposes, or any road tolls charged on a work trip, or a daily per diem rate paid for travel allowances for each day of work travel.

For mileage claims type the number of KM's or Miles travelled. The rate per unit cost will calculate the total value that you will be paid back for each trip. 

If the same trip was completed on several days of the week, then enter the number of KM's / Miles per day. The same expense note is used on each of the created transactions.

Find out more about entering staff cash and travel expenses.