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Step 3: Validate and Add to Claim

Finalise the mileage expense by validating it, then add it to an expense claim for submission.

Steps:

  1. Validate Expense:
    • Review the calculated Total Amount based on distance and rate.
    • Click Validate Expense. Address any errors if prompted.
    • The expense status changes to Ready to Claim.
  2. Add to Claim:
    • Click the Add to Claim button that appears after validation.
  3. Choose Claim Option:
    • Create a claim: Select this to start a new claim specifically for this mileage expense (and potentially others).
    • Select an existing claim: Choose an open claim (in Draft status) from the list if you want to add this mileage expense to it.
  4. If Creating New Claim:
    • Fill in the required claim header details (e.g., Description).
  5. Submit Claim:
    • Whether creating a new claim or adding to an existing one, navigate to the claim document (Expenses and Travel > Claims submodule).
    • Open the claim, review all included expenses (mileage and any others).
    • Click Save and Submit.

What Happens Next?

The claim containing your mileage expense moves to Approval status and is routed for approval.

End of Tutorial

You have successfully created, validated, and submitted a mileage expense claim!

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