Submitting a claim

Submitting expenses as a claim allows you to group related expenses together for approval and reimbursement. This guide explains how to create claims and add expenses to them in Zudello.

Best practices

To ensure smooth claim processing:

• Group related expenses into a single claim when possible
• Verify the correct employee is assigned to the claim
• Check that expense details match receipts before submission

Creating a claim

There are two ways to create a claim in Zudello:

Creating a claim from the Claims submodule

1. Click the Claims submodule
2. Click Create Claim

3. Select the employee from the Employee drop-down
4. Fill in all required header level information

5. Click Add Expense

6. Select the expenses you want to add to the claim

Only expenses in Ready to Claim status for the selected employee will be displayed

7. Click Select

7. Continue adding expenses as needed
8. Fill in any remaining required fields
9. Click Save and Submit to submit the claim for approval

Creating a claim from an expense

To create a claim directly from an expense:

1. Open an expense that is in Ready to Claim status
2. Click Add to Claim

3. Click Create a claim

4. A new claim will be created and the expense link
5. Fill in all required header level information
6. If needed, add additional expenses by clicking Add expense
7. Fill in any remaining required information
8. Click Save and Submit to submit the claim for approval

Adding expenses to an existing claim

You can also add expenses to an existing claim:

1. Open an expense in Ready to Claim status

2. Click Add to Claim

3. Select the claim from the list
4. Click Select

5. The claim opens with the expense linked.

Alternatively, you can add expenses from within the claim:

1. Open the existing claim
2. Click Add Expense

3. Select the expenses you want to add

Only expenses in Ready to Claim status for the selected employee will be displayed

4. Click Select

Next steps

After submitting a claim, it will enter your organisation's approval workflow. The claim status will update as it progresses through the approval process.

Once fully approved, the claim will be sent to your ERP and will move into Completed status.

Need help?

Contact your organisation administrator or Zudello support for assistance with submitting expense claims.