Step 4: Submit Claim for Approval

Once all relevant expenses are added to the claim, submit it for review and reimbursement.

Steps:

1. Open the Claim: Navigate to Expenses and Travel > Claims. Find the claim you prepared (it should be in Draft status) and click/tap to open it.
2. Review Claim Details:
   • Check the claim header information (Description, Employee, Totals).
   • Review the list of included expenses at the bottom. Ensure all intended expenses are present and no unintended ones are included.
   • (Optional) Add any final notes or attachments to the claim itself if needed.
3. Submit: Click/Tap Save and Submit.

What Happens Next?

• The claim status changes from Draft to Approval (or a similar initial approval status defined by your company).
• The claim is routed to your designated approver (usually your manager).
• You can track the claim's progress through different statuses in the Claims submodule.

End of Tutorial

You have successfully submitted an expense claim based on an uploaded receipt!

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Related How-To Guides:

• Submitting a Claim
• Approval Process Overview