How do I raise draft expense claims from receipts?

Modified on Tue, 10 Dec at 3:01 PM

After you have uploaded the receipt to Capture Expense, you can raise a Draft expense claim from it. This is useful if you want to check over the imported details and make any changes before you submit the claim. Once an expense claim has been saved to the Draft page, you can submit the claim immediately or continue to store more Draft claims before submitting them as a group.

To raise a draft claim

Sign into Capture Expense.
Go to the Receipts page.
Select the receipt. The Actions button appears.
Click the Actions button and then select the + Expense option.

The receipt is now added to the Expense claim.
Select the Category to which you want to assign the expense. The details associated to the Category appears. The Date and Amount are automatically filled in and any VAT will be identified.
Note: If not a VAT receipt, select the appropriate option.
Enter the VAT amount if applicable.
Check the Amount is correct.
Edit any other details where necessary.
Click the Complete button when finished.

The Expense claim is now saved as a Draft record.
Continue to process any other outstanding receipts.

To raise multiple draft claims

Upload the receipts.
Select all of them using the Check mark icon. The Actions button appears.
Click Actions and then select + Expense from the menu.

The Add Expense page appears.
Continue to select a category.
Check the amount and confirm whether a VAT receipt is used.
Click the View Next Claim and Save button.

You are taken to the next claim.
Continue to check and fill in the claim details.
Click the Complete button when done. The claims are now in Draft.

About credit card receipts

If you have attached a company Credit Card receipt to a Draft Expense claim, the logo of the company from which you made the purchase is visible on the Draft Expense claim. The company icons come from the user's bank feed or scanned statement, as the company has connected their Credit Card account to the Capture Expense system.

If you scan a Credit Card receipt, it will automatically upload to the Credit Card Expense claim. You can then edit the claim to make sure the Category selected is correct and submit for approval. You cannot override the amount on the claim, but you can change the date if it comes from a Credit Card feed.

What is the difference between a Reimbursement claim and a Credit Card claim?

A receipt populates the Reimbursement claim, and the Credit Card bank transaction populates the Credit Card claim though you still need to attach the Credit Card receipt to the claim.

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