Skip to main content
Version: Current

Validate the expense

Goal: Code and validate the expense receipt you just uploaded​

Time: 1-2 minutes
You'll need: The receipt you uploaded to Zudello
Outcome: An expense validated and ready to be added to a claim

Step 1: Find your expense​

  1. Find your uploaded receipt in User Review status
  2. Click on the expense to open it

Find your expense

Step 2: Select the type and employee​

  1. Click the Type drop-down
  2. Select the appropriate expense type for your receipt
  3. Select the payment method used (personal or corporate card)
  4. Select your name in the Employee drop-down
  5. Select the date of the expense

Select type and employee

Step 3: Add a description​

  1. Enter a clear description of the expense

Add a description

Step 4: Enter a tax rate​

  1. Check the receipt for the tax amount
  2. Click View expense items
  3. Select the appropriate tax rate for each item

Enter a tax rate

Step 5: Validate the expense​

  1. Review all information for accuracy
  2. Click Validate

Validate the expense

Success!​

Your expense has been moved to Ready to Claim status. You can now add this expense to a claim for approval and reimbursement.

→ Next: Submit my first claim​

Tips and tricks​

  • Select the correct expense type to ensure proper processing
  • Always include a clear description to help approvers understand the business purpose
  • The system will automatically extract information from your receipt, but always double-check for accuracy
  • Address any validation errors immediately to avoid delays later