HR mobile app: My expense claims

Overview

The expense reimbursement process allows employers to pay back employees who have spent their own money for business-related expenses. When employees receive an expense reimbursement, typically they would not report such payments as wages or income. These types of reimbursable expenses occur when employees travel for work, but can come from other activities related to their employment, for example, certain purchases of work-related supplies or tools.

You can use the My Expense Claims feature to send through an expense request for approval, with the ability to specify the date of purchase, the amount paid, the supplier and attach any required receipts. You can also use this feature to edit an expense claim and delete a submission that is no longer required. 

Availability

HR Plan:   Free   Standard   Premium   Platinum

Getting Started

Adding an expense claim
  1. Log into the mobile application.
  2. Tap the Plus button.
    My_Expense_1.jpg
  3. Tap the Expense Claim button.
    My_Expense_2.jpg
  4. Complete the following fields:
    • Date of purchase.
    • Expense category.
    • Supplier.
    • Additional purchase details.
    • Amount paid.
    • Includes tax of.
  5. Tap the Add File button to upload
    any required attachments.
  6. Tap the Submit button.
    My_Expense_3.jpg

Maintain

Filtering expense claims
  1. Log into the mobile application.
  2. Tap the My Expenses
    button.
    My_Expense_4.jpg
  3. Tap the Filter button.
    My_Expense_5.jpg
  4. Choose from the following
    filters:
    • Approved.
    • Submitted.
    • Pending.
    • Declined.
    • Paid.
    My_Expense_6.jpg
Viewing an expense claim
  1. Log into the mobile application.
  2. Tap the My Expenses
    button.
    My_Expense_4.jpg

    Helpful Hint

    You will see your expense
    claim displayed on
    your screen

    My_Expense_7.jpg
Editing an expense claim
  1. Log into the mobile application.
  2. Tap the My Expenses
    button.
    My_Expense_4.jpg
  3. Tap the expense claim
    that needs editing.
    My_Expense_8.jpg
  4. Make the required changes and
    tap the Resubmit button.
    My_Expense_9.jpg
Deleting an expense claim
  1. Log into the mobile application.
  2. Tap the My Expenses
    button.
    My_Expense_4.jpg
  3. Tap the expense claim that
    needs deleting.
    My_Expense_8.jpg
  4. Tap the Delete Claim button.
    My_Expense_10.jpg
  5. Tap the Delete button.
    My_Expense_11.jpg
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