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Approved Expense Reports are imported either from Chase or Zoho Expense. Expense Reports created directly in Chase can be posted in Business Central once you’re satisfied with the details. However, those created in Zoho Expense may have to go through approval in Chase before they can be posted.

In Business Central, you will be able to update certain details of the expense report lines, and preview G/L and employee ledger entries. 

If there is an issue with the Expense Report where changes are required from the employee, you can reject the report. This will require the employee to update and re-submit the Expense Report in Chase.


Below are step to show you how to: 


Post an Expense Report 

  1. Open Business Central, search for Expense Report Staging List and select the relevant link.



  2. The Expense Report Staging List appears. Open the Imported Expense Report you wish to process. You can filter by columns such as Status, Employee, and Description, to find the applicable Expense Report.




    The Expense Report Staging Detail card appears with details from the imported Expense Report, broken down into sections as follows: 

    • Expense Report Detail
           - includes reference fields, such as the EmployeeDescriptionExternal Ref No, and a Link to the Chase Expense Report
           - also includes dates, such as Report Date (as created in the original system) and Created At (as imported into Business Central)
    • Expense Claim Entries
           - includes Dates, Descriptions, Amounts, VAT, and Work Types for each expense

  3. For the Expense Claim Entries, optionally edit the VAT posting group if incorrect. This will update the report lines in Chase Production.

  4. Once you've ensured all lines are correct, click Action, choose Posting, then optionally Preview Posting, before you finally Post. This will post all journal lines, and the status of the expense report will change to Posted.




    Once the Expense Report is posted in Business Central, the Expense Report in Chase will be updated to Posted. At the same time, the related Supplier Invoices in Chase will change to Captured.




Reject an Expense Report


  1. Open the expense report you need to reject (see steps 1 and 2 above), then click Action and choose Reject to Chase.

  2. The Approval Workflow Comments dialog appears. Enter a reason for rejecting the expense report and click OK. The status of the Expense Report will change from Imported to Rejected.



    Once the Expense Report is rejected in Business Central, the Expense Report and Supplier Invoice in Chase will be updated to Finance Rejected

    Now the employee can change the Expense Report status in Chase to Draft, make any applicable changes, and re-submit for approval.