Entering Expense Claims

If you are looking to add fuel receipts, purchased using your own money, these spends should go under the 'Mileage Entry' section of your account. See 'Entering Costs'.

Whilst signed into your account, on the far left-hand-side, you can click 'Expenses'.

Once clicking through to your expenses, you will see each of your expense periods listed:

To enter an expense, click 'Choose Action' next to the open period, and 'Add / Amend Expense'

You'll then be taken to a page where you will see a form requesting the below fields are entered, as per company policy:

• Date of the expense

• Expense category – select from the drop down list

• Description of the expense (i.e. customer name)

• Gross amount of the expense

• VAT Amount – only applicable to certain expense categories

• Any associated project codes/cost centre codes

To enter your receipt, select the ‘Receipt Type’ from the drop down menu.

• VAT Receipt - You will need to upload a receipt
• Non VAT Receipt - You will need to upload a receipt which has no VAT
• No Receipt – The option to add a receipt will not be shown, but you will need to give a reason as to why there is no receipt.

Select save expense and then repeat this process until you have added all of your individual claims.

Once happy with the claim, refer to submitting an expense.