Expenses
Submitting expense claims as an employee
Submit an expense claim as an employee to be reimbursed.
Step-by-step instructions
To submit an expense claim:
- Go to
My Expense Claims
on your left side menu. - Enter your expense details, one per row:
- Double click or press Enter inside the cell of the
Status
column, then selectDRAFT
to create a draft expense. You will change the status toSubmit for approval
later when you’ve completed all columns for the expense. - Click on the
+
button or press Enter inside the cell of theReceipt
column. This opens your library files, where you can upload receipts. Upload a receipt from your device, or select an existing file, then clickAttach
. - Complete the remaining required columns marked with a yellow triangle in the top right corner of a cell.
- Double click or press Enter inside the cell of the
Once you’ve completed all fields, the yellow warning triangle on the first column will disappear. You can now change the expense status to Submit for approval
.
Submitting for approval
Once you’ve submitted an expense for approval, you will no longer be able to change it unless your approver changes the status back to DRAFT
or REJECTED
.