Step 3: Create and Submit Claim

Once your expenses are coded and validated, group them into a claim for submission.

Steps:

1. Navigate to Claims: Go to the Expenses and Travel > Claims submodule.
2. Create New Claim: Click Create Claim.
3. Fill Claim Header:
   • Select your Employee name.
   • Enter a Description for the claim (e.g., "Sales Trip - March Week 2").
   • Fill in any other required header fields.
4. Add Expenses:
   • Click Add Expense.
   • A list of your expenses in Ready to Claim status appears.
   • Select the checkboxes next to the expenses you want to include in this claim.
   • Click Select.
5. Review Claim: Verify the claim details and the list of included expenses.
6. Submit: Click Save and Submit.

What Happens Next?

The claim moves to Approval status and is routed for approval.

End of Tutorial

You have successfully submitted an expense claim after emailing your receipts!

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Related How-To Guides:

• Submitting a Claim