How can I claim for backdated expenses?

Overview:

The expense module now supports backdated claims based on the policy’s “Deduct Limit Based On” setting. When set to Receipt Date, the system automatically displays the claimable balance and validates entitlements according to the active policy on that past date. If set to Submitted Date, claims are evaluated based on the current submission date instead.

TABLE OF CONTENTS

• Important Note
• Submitting backdated expenses

Important Note

You can only submit backdated expenses if your organization's expense policy setting is set to "Deduct Limit Based On" setting = Receipt date.

Submitting backdated expenses

When submitting a backdated expense, the system will automatically switch entitlement cards to show the claimable balance for the past date.

Below is an example of submitting a backdated expense from 19 February 2025. Upon entering a past date, the system would check the claimable balance before allowing users to submit.

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