Important
The Category that is selected determines the details displayed on each claim.
To create a draft manual expense claim
- Sign in to Capture Expense. You are taken to the Overview page.
- Select Expenses from the side menu. Click on the + Manual Expense button. The Add Expense screen will appear.
Note:
If you have a credit card attached to your account the Payment Method field will appear automatically. Select Reimbursement if you are paying out of pocket or Credit Card if using a credit card given to you by your company.
- Choose the correct expense Category e.g. mileage. Complete the required information.
Note: If you need to attach supporting documentation, use the Drop receipt here or click to upload box. - Click the Save button. The record is now in Expenses> Draft.
- Continue to add claims by clicking the + Manual Expense or Scan Receipt button in the side menu.
Note: Once an Expense claim has been saved to the Draft folder, you can submit the claim immediately or continue to store more Draft claims before submitting them as a group.
What's Next?
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