How do I create a draft expense claim?

To create a draft expense claim

1. Sign in to Capture Expense. You are taken to the Overview page.
   
2. 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.

3. 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.
4. 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.
5. 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.
6. Click the Save button. The record is now in Expenses> Draft.
7. 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?

1. Upload Receipts.
2. How do I raise a manual expense claim?
3. Submit Expense Claim for Approval.
4. Approve Expense Claim.