Claim an expense
Submit an expense reimbursement that routes through your company's approval chain, just like leave.
For: Everyone · Category: Leave & approvals
You can claim back money you spent for work. An expense claim follows the same approval path as a leave request, so approvers action it in one place.
Steps
- Open the expense form - Managers/owners: the account menu has a "Claim an expense" item (receipt icon). Employees: open it from your workspace.
- Fill in the claim - Pick a Category (Travel, Meals, Accommodation, Supplies, Software, Other), enter the Amount and an optional short Currency code, set the Date (defaults to today, cannot be in the future), and write a Description.
- Submit - It enters your company's expense approval chain; with none configured it goes to your reporting manager. Approvers see it in My Approvals.
- Track it - Follow its progress and read every approver's comment in My Requests, and you are notified the moment it is approved or declined.
Tips
- A larger amount can trigger extra approval steps if your company set amount thresholds.
- Add a clear description - it is the first thing an approver reads.