Claim your expenses (employees)
Add what you spent for work with a photo of the receipt, put the expenses in a claim and send it for approval.
Paid for something for work? Add it in My expenses with a photo of the receipt. Then put your expenses in a claim and send it. Once it's approved, you are paid back, on its own or with your salary.
Steps
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Open My expenses. Click My expenses in the menu. Add an expense is on the right; your claims and their status are on the left.
Open My expenses -
Fill in the expense. Pick the Date and the Category, say what it was for, and enter the Amount. The tax part is suggested for some categories.
Fill in the expense -
Say who paid and add the receipt. Choose Me (pay me back) if you paid yourself, or the company card or cash. Under Receipts, choose a photo or PDF of the receipt. Click Add expense.
Who paid, and the receipt -
Put it in a claim. Your new expense is under Not in a claim yet. Tick it (and any others), give the claim a title and click Send for approval.
Put it in a claim -
Follow it. The claim is listed under My claims as Waiting for approval. You see when it is approved and paid, or why it was refused.
Follow your claim
Tip Not ready to send? Save as draft keeps the claim so you can add more expenses later.
Good to know
- Paid in another currency? Tick Paid in another currency and enter what the receipt says.
- A refused claim shows the reason. Fix it and click Send again.
- Receipts can be PDF, JPG or PNG, up to 8 MB each.