Creating an expense claim

You can create and submit claims for expenses that you paid with your own funds or means other than your Expend card. If the items that you paid for in the transaction belong to different categories or projects, you can create separate lines for these (see step 3 and 4 below).

  1. On your dashboard, click Expenses, and then click + Claim.
  2. Enter the supplier/merchant name, transaction currency, and transaction date, and click Save.
  3. Click + Item, then enter the amount, select the category and tax type, optionally provide additional details such as a note, and click Create.
  4. Optional: If you need to add more items, click + Item.
  5. Optional: To add attachments such as a copy of the receipt, click + Receipt and select the file. You can add as many attachments as necessary.

Updating a claim

You can make changes to a claim until it has been approved or rejected.

Update the claim details 

To edit the details of the claim (supplier/merchant, transaction currency, and transaction date):

  1. Open the claim.
  2. Click Edit.
  3. Make your changes and click Save.

Add a line item

  1. Open the claim.
  2. Click + Item.
  3. Enter the details and click Create.

Edit a line item

  1. Open the claim.
  2. Point to the item so that it is highlighted, and then click the item.
  3. Make your changes in the form that opens and click Update.

Delete a line item

  1. Open the claim.
  2. Point to the item so that it is highlighted, and then click the item.
  3. Click Delete and confirm.

Add attachments

To add another attachment, open the claim, click  + Receipt, and select the file to attach.

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