How do I create an expense?

Open new expense

1. Open a new expense claim by clicking on the plus sign on the corner of the expense card.

Enter work details

1. Type in a description for the expense claim

2. Select the client for the expense claim

3. Select your job title for the expense claim.

Tip: If you are working for one client, you will only see one client name. If you only have one position with the client, you will only see one job title option.

Enter expense details

1. Select a category for the expense.

2. Select the date for the specific expense.

3. Type in a description for the specific expense.

4. Attach a receipt by clicking ’browse” or dragging the file into the attachment box.

5. If you don’t have a receipt, check ‘I don’t have a receipt’

Tip: If you have multiple categories for the expense claim an additional line can be added later for categories.

Enter expense amount

1. Enter the amount of the expense and select the currency, then click ‘Save’.

Note: If your expense is in a different currency than your pay currency, select the appropriate currency from the dropdown. You’ll be prompted to enter the exchange rate.

Note: For mileage claims, enter the number of miles traveled and the rate per mile. If you are using kilometers, do not convert to miles during entry process. The system will automatically calculate the total amount.

Additional expenses

1. To add more expense lines, click the plus (+) icon to add a new row. Fill in Date, Category, Amount, Comment, and Receipt for each additional expense.

2. Click ‘Save’ to save your progress. If the Save button is disables, your expense claim is already up to date.

3. Click ‘Submit’ to finalize your expense claim.

Select approver

1. Select your line manager or designated approvers from the dropdown menu. You can also search for your approver by typing their name in the search box.

2. Click ‘Submit’ to finalize your claim.

Note: If your approver isn’t listed:
1. Click ‘Request new one’
2. Enter their first name, surname, and work email address
3. Click ‘Add’ to submit the request
4. Wait for notification (up to 2 days) that the approver has been added