FAQ: Can I submit expenses without adding them to a claim?

No, generally you cannot submit individual expense documents (like receipts or mileage expenses) directly for approval in Zudello.

The standard workflow requires you to first add one or more validated expenses (in Ready to Claim status) to an Expense Claim document.

It is the Expense Claim itself that you then Save and Submit to initiate the approval process.

Why?

• Efficiency: Bundling multiple expenses into a single claim streamlines the approval process for managers and finance teams, rather than having them approve numerous small, individual items.
• Context: Claims provide context (e.g., purpose of trip, date range) for the group of expenses being submitted.
• Processing: Claims act as the trigger document for reimbursement or reconciliation processes.

Process Summary:

1. Upload/Create individual Expenses.
2. Code and Validate individual Expenses until they reach Ready to Claim status.
3. Create an Expense Claim (or add to an existing draft claim).
4. Add the "Ready to Claim" Expenses to the Claim.
5. Submit the Claim for approval.

See How do I add expenses to a claim? and Submitting a Claim.