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How To Submit An Expense Claim For Refund
How To Submit An Expense Claim For Refund
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Written by Support
Updated over 5 months ago

Claims is where you document company-related expenses for reimbursement or refund.

This article will help you get started on submitting an Expense claim.

  • Navigate to Claims from the sidebar menu

  • Click on New Expense Claim

  • Input the expense claim amount.

  • Optionally, attach a supporting document, such as a transaction receipt.

  • Provide detailed information about the claim for better understanding.

  • Click Submit to save.


Review And Edit Expense Claim

Finally, after you submit the Request, you will see a page where you can review the details you have just submitted

  • Employees will be able to follow along with the approval flow, to see the status of the request, and the approver assigned to the request.

  • After you have created your exit request you can always edit or delete it if needed.

  • Admins can edit requests at any time

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