How to Submit an Expense Claim

Create reimbursable or company-paid expenses and route them through approval.

Step 1. Open Expenses → All Expenses → New.
Step 2. Enter date, category, amount, currency; optional vendor, tax, description, and payment method.
Step 3. Mark reimbursable if the employee paid personally and needs payback.
Step 4. Save as Draft, then click Submit for Approval on the expense detail page.
Step 5. Approvers open Pending Approvals to approve or reject; finance records payment after approval.

Tips

Pick an expense vendor from Settings when you have a recurring payee — administrators can optionally link that vendor to a Purchase supplier party so Party 360 and AP aging stay aligned.
Budget checks may block or warn on submit when category or department limits are exceeded.
Receipt OCR API can pre-fill amounts from uploaded receipt images where enabled.