Version: Current

FAQ: How do I add expenses to a claim?

You need to link individual expense documents (like uploaded receipts or mileage expenses) to an Expense Claim before you can submit the claim for approval.

Methods:

There are two main ways to add expenses to a claim:

Method 1: Starting from the Expense

Find Expense: Navigate to Expenses > Expenses. Find the expense document you want to claim.
Check Status: Ensure the expense status is Ready to Claim. If it's User Review, open it, resolve any validation issues, and click Validate Expense. See Cannot Add Expense to Claim if status is wrong.
Click Add to Claim: Click the Add to Claim button or action available on the expense record (location may vary - check list view actions or inside the document viewer).
Select Claim: A modal will appear:
- Add to Existing Claim: Choose an existing draft claim from the dropdown list (only claims for the same employee will be shown).
- Create New Claim: Select the option to create a new claim. You might need to enter a description for the new claim.
Confirm: Click Add or Confirm. The expense is now linked to the selected or newly created claim, and its status usually changes to Claimed.

Method 2: Starting from the Claim

Open or Create Claim: Navigate to Expenses > Claims. Either open an existing draft claim or click New Claim > Create to start a new one. Ensure the correct Employee is selected on the claim header.
Click Add Expense: Within the claim viewer, find and click the Add Expense button (often located near the lines section).
Select Expenses: A modal will appear listing available expenses (in Ready to Claim status) for the same employee linked to the claim.
Check Boxes: Select the checkbox next to each expense you want to add to this claim.
Confirm: Click Add or Confirm. The selected expenses are linked to the claim, and their status usually changes to Claimed.

Repeat the process until all desired expenses are added to the claim before submitting it.