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Step 4: Create and Submit Claim

Group one or more validated expenses into a claim for submission.

Steps:

  1. Open Validated Expense: Open the expense you just validated (it should be in Ready to Claim status).
  2. Add to Claim: Tap the Add to Claim button.
  3. Choose Claim Option:
    • Create a claim: Select this if it's a new claim.
    • Select an existing claim: If you have an open claim (in Draft status) you want to add this expense to, select it from the list.
  4. If Creating New Claim:
    • A new claim document opens with the expense added.
    • Fill in any required header information for the claim (e.g., Claim Description/Period).
    • Verify your Employee name is selected.
  5. Add More Expenses (Optional): Tap Add Expense within the claim to select other validated expenses in Ready to Claim status.
  6. Review Claim: Double-check the claim details and the list of included expenses.
  7. Submit: Tap Save and Submit.

What Happens Next?

The claim moves to Approval status and is routed to your manager or the designated approver according to your company's workflow. You can track the claim's status in the Expenses and Travel > Claims submodule.

End of Tutorial

You have successfully submitted an expense claim using the Zudello mobile app!

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