Expense claim is submitted by employees when they incur expenses on behalf of the company using their own funds.

For instance, if employees treat a customer to a meal, they can submit an Expense Claim form to request reimbursement for the expenses incurred.

1. Pre-requisite

• Employee

2. How to create a new Expense Claim

To create a new Expense Claim go to

Self Services > Expense Claim

2.1 Approving Expenses

The Employee is responsible for selecting the Approver for the Expense Claim. They can choose from a list of users who have been set up as Expense Approvers for their Department.

When a new Expense Claim is created, if the chosen expense approver doesn't have access to it, the document is shared with the approver, granting them "submit" permission.