Step 3: Add to Claim and Submit

Group your validated, manually created expense into a claim for submission.

Steps:

1. Open Validated Expense: Ensure the expense you just coded and validated (status Ready to Claim) is open.
2. Add to Claim: Click/Tap the Add to Claim button.
3. Choose Claim Option:
   • Create a claim: Select this to start a new claim.
   • Select an existing claim: Choose an open claim (in Draft status) from the list if applicable.
4. If Creating New Claim:
   • Fill in the required claim header details (e.g., Description, Employee name).
5. Navigate to Claim: Go to Expenses and Travel > Claims and open the relevant claim (new or existing).
6. Review Claim: Check the claim details and included expenses.
7. Submit: Click/Tap Save and Submit.

What Happens Next?

The claim containing your manually created expense moves to Approval status and is routed for approval. Approvers may scrutinise expenses without receipts more closely.

End of Tutorial

You have successfully submitted an expense claim without a receipt!

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Related How-To Guides:

• Submitting a Claim