How do I submit an expense claim for approval?

Modified on Tue, 10 Dec at 3:06 PM

Once you have created a draft Expense claim, you can submit it for approval. You can also submit multiple claims at one time. This is useful if you want to group the Expense claims instead of submitting them one at a time.

To submit a single claim for approval

Sign in to Capture Expense.
Navigate to the Draft tab.
Go to Expenses> Draft tab.
Select the relevant claim.
Check the details of the claim.
Click the + Submit button. The Submit Expense Report appears.
Edit the Date if necessary.
Enter a Description if necessary.
Click the Submit button. A message appears stating: Your report has been submitted for approval. And the record is moved to the Submitted tab.
Note: The Approver will receive an email requesting them to approve the claim.
Click the Print button to print your report or click Cancel to exit.

To submit multiple claims for approval

Sign in to Capture Expense.
Navigate to the Draft tab.
Go to Expenses> Draft tab.
Select the relevant claims. Their details appear in the side menu.
Click the Submit button. The Submit Expense Report appears.
Update the Date if necessary.
Enter a Description if necessary.
Click the Submit button. A message appears stating: Your report has been submitted for approval. And the record is moved to the Submitted tab.
Note: The Approver will receive an email requesting them to approve the claims.
Continue to Print the report if necessary or Cancel to exit.