How to Create an Expense Claim

ARTICLE SUMMARY

This article outlines the steps to create and add expense claims.

Instructions

1. From the Dashboard, click the +NEW button in the upper right corner beside your name. 
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2. The expense entry screen will appear:
   • Claim Name: This is the name assigned by the expense creator, which is used in tracking and inquiry to help identify expenses. For example:  J. Henry Mar. 2020 credit card or J.Henry Executive Mtg. Mar 28-30, 2020 
   • Pay Me In: The default is in $CAD. 
   • Start/End Date: Best practice is to enter your trip date. 
   • Claim Type: From the drop-down, select General Expenses. Meeting Expense to be selected only if you have a meeting and the charges are specifically related e.g catering, meeting room rental etc. 
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3. Once you have filled out the required fields, click SAVE.   

Add Expenses

1. Click the +BUTTON to add your first expense to the report. 
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2. The Add Expenses screen will slide in from the right. It will have all your credit card charges, the Receipt Gallery will have all your uploaded receipts.  If your credit card charges has the paper clip this means the receipt has been merged to the charge.
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