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.
   
3. Tap the Expense Claim button.
   
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.
   

Maintain

Filtering expense claims

1. Log into the mobile application.
2. Tap the My Expenses
   button.
   
3. Tap the Filter button.
   
4. Choose from the following
   filters:
   • Approved.
   • Submitted.
   • Pending.
   • Declined.
   • Paid.
   

Viewing an expense claim

1. Log into the mobile application.
2. Tap the My Expenses
   button.
   

   Helpful Hint

   You will see your expense
   claim displayed on
   your screen

   

Editing an expense claim

1. Log into the mobile application.
2. Tap the My Expenses
   button.
   
3. Tap the expense claim
   that needs editing.
   
4. Make the required changes and
   tap the Resubmit button.
   

Deleting an expense claim

1. Log into the mobile application.
2. Tap the My Expenses
   button.
   
3. Tap the expense claim that
   needs deleting.
   
4. Tap the Delete Claim button.
   
5. Tap the Delete button.