Claiming expenses

You can claim expenses. The expenses claimed will be displayed in the "Unpaid Expense List" of approval users.

Note:

This option is available only if you have selected approval users. See Selecting approval users.

Use this procedure to claim expenses.

To claim expenses:

1. There are several ways to select the expenses you want to claim.

• Choose Selected by user from Selection. (Default) and check the boxes beside the category you want to claim.

• Or, choose All the expenses in this page from Selection. The expenses displayed in the page will be claimed.

• Or, choose status of expenses from View and choose All from Selection. All the expenses in the status selected from View will be claimed.

2. Click Claim.

You will now see the confirmation message.

3. Click OK to claim the selected expenses, or click Cancel to cancel the claim.

Notes:

When you claim expense, the e-mail message an expense report (CSV file) attached is sent to approval users.

The message can be sent if your administrator sets "Use" to Notification via E-mail of Mail server Setting. See Setting mail server properties.

The message is sent to approval users' e-mail addresses specified by Personal Options - User Information. See Editing your personal information.