FAQ: How do I create an Expense Claim?

You typically create an Expense Claim after you have already uploaded and validated one or more individual expense documents (receipts, mileage) that you want to submit together.

There are two main ways to initiate claim creation:

Method 1: Starting from an Expense

1. Find Expense: Navigate to Expenses > Expenses. Find an expense document in Ready to Claim status that you want to include.
2. Click Add to Claim: Click the Add to Claim button/action for that expense.
3. Select "Create New Claim": In the modal that appears, choose the option to Create New Claim (instead of adding to an existing one).
   • (Example: Create New Claim option - image temporarily unavailable)
4. Enter Description: Provide a descriptive name or purpose for the new claim (e.g., "Trip to Sydney - July", "Monthly Expenses - August").
5. Confirm: Click Create & Add (or similar).
   • Outcome: A new Claim document is created (usually in Draft status), and the expense you started from is automatically linked to it. You can now open this new claim and add more expenses if needed.

Method 2: Starting from the Claims Submodule

1. Navigate: Go to the Expenses > Claims submodule.
2. Click New Claim: Click the New Claim button.
3. Click Create: Click Create in the confirmation dialog.
4. Fill Header: A new, blank Claim document opens.
   • Select the Employee the claim is for (often defaults to you).
   • Enter a clear Description for the claim.
   • Fill in any other required header fields.
5. Add Expenses: Use the Add Expense button within the claim viewer to select and link existing "Ready to Claim" expenses for the chosen employee. See How do I add expenses to a claim?.
6. Save: Click Save to keep the claim as a draft or Save and Submit when ready.

Both methods achieve the same result – creating a new Claim document ready for you to add expenses and submit.

See also: Submitting a Claim.