Step 3: Create or Select Claim

Group your validated expense(s) 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 Option:
   • Create a claim: Select this option if this is the first expense for a new claim (e.g., for a specific trip or period).
   • Select an existing claim: If you already started a claim (in Draft status) that this expense belongs to, select it from the list.
4. If Creating New Claim:
   • A new claim document opens with your expense automatically added.
   • Fill in the required claim header details:
     • Employee: Ensure your name is selected.
     • Description: Enter a clear name for the claim (e.g., "Sydney Conference Travel - July").
     • Complete any other required fields.

What Happens Next?

The expense is now part of a claim document (either new or existing) which is in Draft status.

Next Step: Submit Claim for Approval

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Related How-To Guides:

• Submitting a Claim