- On the dashboard select "Expenses"
- Name the Expense Report & press Save - if not the first time submitting a claim press "New Expense Report"
- Select the expense claim you just created
- The following screen will then be displayed
- Select the green "New Expense" button on the top right hand corner as shown in the above screenshot. The below will be displayed:
- The date entered must equal the date on the receipt
- Enter amounts to be claimed (including the GST component)
- Save the report (must be saved before it will allow for attachments)
- Attach your receipt
- Click “Submit Report” (top right hand corner)
- Your expense claim will be sent to your host for approval (displays as "Pending Approval' until approved)