To create a draft expense claim
- Sign in to Capture Expense. You are taken to the Overview page.
- Select Expenses from the side menu. Click on the Scan Receipt button. File Explorer will pop up for you to select a saved receipt.
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.
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Capture Expense will automatically create a Draft expense. It will show with a flag of Processing while it reads the receipt and populates the draft expense.
- Select the expense using the circular checkbox to the left of the expense and click Edit from the right-side action menu. Choose the correct expense Category.
- Check the auto-populated data and complete any additional relevant information.
Note: If you need to attach additional documentation, click the Drop receipt here or click to upload button below the receipt. - Click the Save button. The record is now in Expenses> Draft.
- Continue to add claims by clicking the Scan Receipt button in the side menu.
Notes:
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.
For company credit card users: when a receipt is uploaded and it finds a matching existing claim, it will automatically attach itself to that claim.
What's Next?
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