Claim expenses

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Expense Claims in the reference.

What this does

An expense claim lets an employee submit what they have paid out of pocket, so it can be approved and reimbursed.

Open your claims

Go to Menu > My Workplace and choose Claim Your Expenses. You see your claims with their counts: Pending, Approved and Rejected.

My ReimbursementDraftEditableSubmit for ReviewAwaiting approvalAcceptedApprovedCancelledStoppedNew ClaimDate · Claimant · Description · Project · expense lines (ledger + amount)
A reimbursement claim, from draft to accepted simplified mockup

Raise a claim

  1. Click New Claim. Set the Date and a Description of the expenses, and the Claimant (the employee claiming). Leave Reimbursement No blank for an automatic number.
  2. Add the expense lines: each line picks the expense account (ledger) and its amount. Tag a Project if it belongs to one.
  3. Attach receipts under Attachments, and add any Notes.
  4. Use Submit for Review. The claim leaves Draft and goes to your approver.

What happens next

  • Draft. Yours to edit. You can still delete or copy it.
  • Submit for Review. Waiting on an approver, who accepts it or rejects it with a reason.
  • Accepted. Approved and locked. It then posts to the accounts and is settled in the payroll cycle.
Good to know. A rejected claim comes back with the approver reason, so you can fix and resubmit. Once accepted, a claim locks, which keeps the record clean.

Related

  • My Workplace overview
  • Reimbursements