Step 1: Create a new expense report
- Click on ‘Expense Report’ or ‘New expenses’
- Your new expense report is automatically created with the status ‘created’
- Tip: It's best to collect all receipts before you start
Step 2: Enter expenses and submit for verification
- Add all relevant expenses with amounts and receipts
- Check that all details are complete
- Click on ‘Submit’ or ‘Submit’ - the status changes to ‘Submitted’
- Tip: The more complete your details, the faster the approval will be
Step 3: Wait for approval
- Your line manager will automatically receive a notification
- After checking, the approval (‘Approved’) or enquiry is made
- You will receive confirmation of the approval
- Tip: Responding promptly to queries speeds up the process
Do you have any further questions? Please contact your line manager or the HR department.