Once you have created one or more draft Expanse claims, you can then submit them 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 expense claim
- Sign in to Capture Expense. The You will land on the Expense view.
- Tap Drafts. You will land on the Draft view.
- Tap the Select button.
- Tap the claim you wish to submit. The Delete and Submit buttons become active.
- Tap the Submit button. A summary of what you are about to submit is displayed.
- Enter a description if necessary.
- Tap the Submit button. The following occurs:
- The expense claim has been sent to be approved. And Submitted is updated on the Expense view.
- The Approver receives a notification email to approve the Expense claim. They are asked to sign in to Capture Expense and approve the claim.
To submit multiple claims at one time
- Sign in to Capture Expense. You will land on the Expense view.
- Tap Drafts. You will land on the Draft view.
- Tap the Select button.
- Tap the claims you wish to submit. They become selected and the Delete and Submit buttons become active.
- Tap the Submit button.
You will land on the Submit view. The summary of what you are about to submit is displayed. - Tap the Submit button. The expense claim has been sent to be approved. And Submitted is updated on the Expenses view.
If you decide at the last moment that you need to update a submitted claim, you can locate the affected claim by clicking through Submit, make the changes, Save and then click back to Submit. This will update the claim.
What's Next?
- Scan Receipts.
- Raise Draft Expense Claims from Receipts.
- Submit Expense Claim for Approval.
- Approve Expense Claim.
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