Quick Start: Submitting Your First Expense Claim

After coding and validating your individual expenses (they should be in Ready to Claim status), you need to group them into a claim for submission.

Steps:

1. Navigate to Claims: Go to Expenses and Travel > Claims.
2. Create New Claim: Click Create Claim.
3. Fill Claim Header:
   • Select your Employee name.
   • Enter a Description (e.g., "Client Visit - July").
4. Add Expenses:
   • Click Add Expense.
   • Select the checkboxes next to the Ready to Claim expenses you want to include.
   • Click Select.
5. Review Claim: Check the claim details and the list of included expenses.
6. Submit: Click Save and Submit.

What Happens Next?

The claim status changes to Approval and is sent to your manager (or the designated approver) for review. You can track its status in the Claims list.

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Related How-To Guides:

• Submitting a Claim
• Coding and Validating Expenses