1. Overview
Expense Claims let employees submit reimbursement requests and managers approve them, with finance marking approved claims as paid. Open Expense Claims from the sidebar.
Two tabs. My Claims is available to everyone; Approvals appears for managers and above.
2. Submitting a Claim
- On My Claims, click New Claim.
- Enter a title, pick a category, the expense date and the amount (with an optional currency).
- Optionally add a description and a receipt link, then Save.
New claims start as Pending. While a claim is pending you can edit or cancel it; once it is approved or rejected it is locked.
3. Approvals (Manager+)
On the Approvals tab, filter by status and review submitted claims. For a pending claim you can Approve it or Reject it with a reason (the reason is shown back to the employee).
4. Marking Paid (HR / Admin)
Once a claim is Approved, HR or Admin can click Mark Paid to record the reimbursement. The payment date is stamped automatically. A claim must be approved before it can be marked paid.
5. Categories & Status
| Categories | Statuses |
|---|---|
| Travel, Meals, Accommodation, Transport, Supplies, Communication, Training, Other | Pending → Approved → Paid; or Rejected; or Cancelled (by the owner while pending) |