Imprest help index
All Britixo help articles related to imprest.
Enable Accounting access and permissions
Enable Accounting access and permissionsAssign the minimum Accounting & Bookkeeping capabilities required for each role without exposing settings or destructive actions unnecessarily.Accounting & Bookkeeping
Open guide →GuideComplete the Accounting setup checklist
Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping
Open guide →GuideAccounting budgets overview
Accounting budgets overviewPlan monthly, quarterly or annual Profit & Loss or Balance Sheet amounts and compare budget with actual Accounting results.Accounting & Bookkeeping
Open guide →GuideCreate an Accounting budget
Create an Accounting budgetBuild a monthly, quarterly or annual ledger budget from scratch or from prior financial-year transactions.Accounting & Bookkeeping
Open guide →GuideImport, update or delete an Accounting budget
Import, update or delete an Accounting budgetMaintain budget values through the supported workbook or edit flow while protecting approved versions.Accounting & Bookkeeping
Open guide →GuideUse Accounting budget reports
Use Accounting budget reportsCompare saved Accounting budgets with actual ledger results using overview, variance and performance reports.Accounting & Bookkeeping
Open guide →GuideProject budgets overview
Project budgets overviewPlan and control project-level spending by category with manager ownership, dates, approval and export workflows.Accounting & Bookkeeping
Open guide →GuideCreate and edit a project budget
Create and edit a project budgetSet a project's budget period, owner and detailed category limits before submitting it for approval.Accounting & Bookkeeping
Open guide →GuideSubmit, approve, reject or void a project budget
Submit, approve, reject or void a project budgetMove a project budget through the configured approval chain and preserve the decision history.Accounting & Bookkeeping
Open guide →GuideExport a project budget
Export a project budgetCreate an Excel output of project budget details for controlled review, approval evidence or project reporting.Accounting & Bookkeeping
Open guide →GuideConfigure project budget categories
Configure project budget categoriesCreate the approved category list used to structure project budgets, imprests and claims where applicable.Accounting & Bookkeeping
Open guide →GuideCheck transactions against a project budget
Check transactions against a project budgetUse budget mappings and enforcement settings to compare proposed project spending with approved category limits.Accounting & Bookkeeping
Open guide →GuideImprests overview
Imprests overviewRequest, approve, disburse and retire staff imprests while recording purpose, receipts, actual spending and variance.Accounting & Bookkeeping
Open guide →GuideCreate and submit an imprest request
Create and submit an imprest requestRequest a controlled staff cash advance with project, category, amount, purpose, accounts and supporting attachments.Accounting & Bookkeeping
Open guide →GuideApprove and disburse an imprest
Approve and disburse an imprestReview an imprest request, complete the approval chain and confirm the advance payment and ledger impact.Accounting & Bookkeeping
Open guide →GuideRetire an imprest and record variance
Retire an imprest and record varianceRecord actual expenditure, receipts and the difference between the staff advance and eligible spending.Accounting & Bookkeeping
Open guide →GuideReview imprest ledger entries and attachments
Review imprest ledger entries and attachmentsAudit the disbursement, retirement, refunds and receipts connected to an imprest request.Accounting & Bookkeeping
Open guide →GuideClaims and reimbursements overview
Claims and reimbursements overviewSubmit staff expense claims, approve eligible amounts and record reimbursement or refund entries with project and category context.Accounting & Bookkeeping
Open guide →GuideCreate, submit and review a claim
Create, submit and review a claimRecord a staff reimbursement request with project, category, amount, accounts and evidence before sending it for approval.Accounting & Bookkeeping
Open guide →GuideApprove, reject and reimburse a claim
Approve, reject and reimburse a claimReview claim evidence, complete approval and record payment to the staff claimant.Accounting & Bookkeeping
Open guide →GuideManage claim refunds and ledger entries
Manage claim refunds and ledger entriesReview, edit or remove reimbursement records and confirm claim booking and payment entries remain accurate.Accounting & Bookkeeping
Open guide →GuideConfigure Accounting approval workflows
Configure Accounting approval workflowsDefine approvers and approval steps for claims, project budgets and imprests using staff, manager and department relationships.Accounting & Bookkeeping
Open guide →GuideUnderstand Accounting approval statuses
Understand Accounting approval statusesInterpret draft, submitted, waiting, approved, rejected, paid, refunded, disbursed and retired states across controlled workflows.Accounting & Bookkeeping
Open guide →