Staff Expense Claims
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Staff Expense Claims
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Staff Expense Claims
Overview
1. Create expense claim
2. Code expenses/receipts
3. Attach pdf/scan copy of receipts
4. Submit and request approval (Only applies to people who require third party approval)
5. Approving Expense claims (Only applies to people who can approve)
1. Create expense claim
- Select “New” From the tool bar
2. Code expenses/receipts
- Both Job number and kind codes are required to code receipts
- Create a new line in the expense claim for each receipt and enter the amount of the receipt in the “To pay” column
3. Attach PDF/Scan copy of receipts
- Attach Scan/pdf receipts to the expense claim after it has been saved
4. Submit and request approval (Only applies to people who require third party approval)
You need to both submit and request approval of your expense claims. Submit will change the status of your expense claim so that it can be approved. Request approval sends a notification to the approver that your expense claim is ready for approval.
- From the tool bar select “submit” - Then select “Yes to the question below
- Once the expense claim has been submitted - Select “Request Approval”
5. Approving expense claims (Only applies to people who can approve)
- Expense claims can be approved from the Dashboard or notifications
Dashboard
- In the dashboard ensure “Expense approvals” and “unsubmitted expenses” are ticked in the dashboard settings - Click on the Expenses claim you want to approve
Notification
- Check Notifications when an expense claim needs to be approved
- Click anywhere on the notification to open the expense claim (do not select Dismiss)
- Select “Approve” on the tool bar
- Select “Yes” to the JobBag notice
- Congratulations the expenses claim is approved
The Worklist feature is useful to keep all your expense claims together and track the progress of the claim
The Clone feature is useful if you claim the same expenses each week/month.
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