How do I raise a manual expense claim?

Important

The Category that is selected determines the details displayed on each claim.

To create a draft manual 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 + Manual Expense button. The Add Expense screen will appear. 
   

     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. Choose the correct expense Category e.g. mileage. Complete the required information.
   Note: If you need to attach supporting documentation, use the Drop receipt here or click to upload box.
4. Click the Save button. The record is now in Expenses> Draft.
   
5. Continue to add claims by clicking the + Manual Expense or Scan Receipt button in the side menu.

Note: 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. 

 What's Next?

1. Create Draft Expense Claims 
2. Submit Expense Claim for Approval.
3. Approve Expense Claim.