Staff Expense Claims

Staff Expense Claims

JobBag allows staff to submit, code, and track expense claims, while managers can approve claims efficiently.

1. Create an Expense Claim

1. From the toolbar, select New
2. This opens a blank expense claim for entry

2. Code Expenses / Receipts

• Both Job Number and Kind Code are required for each receipt

  For each receipt:

  1. Create a new line in the expense claim
  2. Enter the amount in the “To Pay” column

3. Attach PDF / Scan Copies of Receipts

• Save the expense claim first
• Attach scanned receipts or PDF copies to the claim after saving

4. Submit and Request Approval

Only applicable if a third-party approval is required

1. Select Submit from the toolbar

   Confirm by clicking Yes to the JobBag prompt

   After submission, select Request Approval

   • This notifies the approver that your expense claim is ready

5. Approving Expense Claims

Only applicable for users with approval privileges

From the Dashboard

1. Ensure Expense Approvals and Unsubmitted Expenses are ticked in dashboard settings
2. Click the expense claim you want to approve

From Notifications

1. Check Notifications for pending expense approvals
2. Click the notification (do not select Dismiss) to open the claim
3. Click Approve on the toolbar
4. Confirm by selecting Yes

The expense claim is now approved

Tips for Using Expense Claims

• Worklist: Keep all expense claims together and track their progress
• Clone Feature: Useful for recurring expenses claimed weekly or monthly

This setup ensures staff can easily submit claims, attach receipts, and track approvals, while approvers can efficiently manage and approve claims.