Tutorial: Submit an Expense Claim (Receipt-Based)

Goal: Capture a receipt, code the resulting expense, add it to a claim, and submit the claim for approval and reimbursement.

Persona: Sarah Jones (Employee)

Submitting expense claims for reimbursement is a common task. This tutorial guides you through the most standard workflow: capturing a physical or digital receipt, ensuring the expense details are correctly coded in Zudello, grouping the expense into a claim, and submitting that claim for approval.

This process ensures your expenses are accurately recorded, compliant with company policy, and processed efficiently for timely reimbursement.

Steps:

1. Upload Expense Receipt
2. Code and Validate Expense
3. Create or Select Claim
4. Submit Claim for Approval

Let's start by uploading your receipt.