One expense claim to be paid in a reimbursement batch. Lines are added on the batch's Lines tab, one per claim. When the batch is paid, each line whose claim is posted and still has an open employee-payable balance is paid at that balance: the line's Amount is replaced with the amount paid and its Payment Status becomes Paid. Lines whose claim is unposted or already settled are skipped silently and keep their status. Add each claim only once: the same claim on two lines of one batch is paid twice.
Fields
| Field | Label | Type | Required | What it does |
|---|
Amount | Amount | Currency | | A planning figure until the batch is paid. Paying the batch replaces it with the claim's actual open balance on every line it pays; skipped lines keep the value typed. It never limits the payment. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
ExpenseClaimId | Expense Claim | Lookup → ExpenseClaim | | The expense claim this line pays. The picker lists every claim; only claims that are posted and have an open employee-payable balance are paid when the batch is paid. The batch does not check the claim's Reimbursement Mode, so a payroll-mode claim on a line is paid from the bank. |
ExpenseReimbursementBatchId | Expense Reimbursement Batch | Lookup → ExpenseReimbursementBatch | | The reimbursement batch the line belongs to. Filled automatically when the line is added from the batch's Lines tab. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | Yes | Line number, given from the Reimbursement Batch Line numbering series (default prefix RBL) when the line is saved. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company the line belongs to. Not used when the batch is paid; the batch's own Partner Account is used for the journal. |
PaymentStatus | Payment Status | Text | | Pending until the batch is paid, then Paid for every line whose claim was settled. Lines that were skipped keep Pending. Nothing sets the value Failed, and the field is not on the seeded forms; it shows in the batch's Lines list. |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceId | Resource | Lookup → Resource | | The employee. Shown on the line's record page but never filled automatically; the employee is recorded on the claim. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Updated On | DateAndTime | Yes | |
UtrNumber | Utr Number | Text | | Bank payment reference for this employee's transfer, entered by hand after payment for traceability. Nothing else reads it. |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete this ExpenseReimbursementBatchLine. |
DeleteRecord | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this ExpenseReimbursementBatchLine. |
EditInLine | Edit | EditInline | EditInLine |
EditRecord | Edit | Edit | Edit |
New | New | New | Create a ExpenseReimbursementBatchLine. |
NewInLine | New | NewInline | NewInLine |
View | View | View | View this ExpenseReimbursementBatchLine. |
