Employee guide - Submit an expense claim
Contents
- Start a new expense claim – Navigate to: Expense claim — step 1
- Choose the category and cost center – Use the team that approved the expense. A clear cost center he…
- Add the amount and business purpose – Navigate to: Expense claim — step 3
- Check the itemized receipt – Navigate to: Expense claim — step 4
- Review the claim before submitting – Navigate to: Expense claim — step 5
- Confirm submission and next steps – Navigate to: Expense claim — step 6
Step 1 – Start a new expense claim
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Navigate to: Expense claim — step 1
Step 2 – Choose the category and cost center
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Use the team that approved the expense. A clear cost center helps the approver route the claim correctly. This sample uses Customer success / CS-100.
Step 3 – Add the amount and business purpose
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Navigate to: Expense claim — step 3
Step 4 – Check the itemized receipt
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Navigate to: Expense claim — step 4
Step 5 – Review the claim before submitting
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Navigate to: Expense claim — step 5
Step 6 – Confirm submission and next steps
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Navigate to: Expense claim — step 6
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