Expense claims

"How do I submit an expense claim for approval?" 

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To submit an expense claim for approval: 

1. First, click:
   Menu > Expense claim 
2. Enter the amount you're requesting. 
3. Then click: Next 
4. You can add notes to help your payday admin know why you're requesting this expense. 
5. You can select one from the list, or type one yourself. 
6. When you're finished, click: Next 
7. If you've got an image, like a receipt, that you'd like to include, you can attach it. 
8. When you're all finished, click: Next 
9. And finally, review your expense, then click Ask to approve when you're ready to email it to your payday admin. 

And that's it! That's everything you need to know about submitting an expense claim! 

"What happens when the payday admin gets my request?" 

Now your payday admin gets an email asking them to approve this expense. 

"How'll I know when my expense's approved?" 

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Once your payday admin's approved your expense: 

1. First, you'll also get an email. 
2. Then click See expense to open it. 
3. Once it's been approved and paid, you can see your expense on your paystub. 
4. And finally, click the "See on paystub" button:  

And that's it! That's everything you need to know about what happens when your payday admin gets your expense request! 

"How do I resubmit an expense claim if it wasn't approved by my payday admin?" 

If your payday admin decided not to approve your expense claim, you'll get an email letting you resubmit it. 

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To resubmit an expense claim: 

1. First, click: Edit for resubmit 
2. Add your reason why you hope for the payday admin to reconsider approving your expense claim. 
3. And finally, when you're finished, click: Save 

And that's it! That's everything you need to know about resubmitting expenses! 

"What happens when the payday admin gets my request?" 

Now your payday admin gets an email asking them to approve this expense. 

"How'll I know when my expense's approved?" 

... 

Once your payday admin's approved your expense: 

1. First, you'll also get an email. 
2. Then click See expense to open it. 
3. Once it's been approved and paid, you can see your expense on your paystub. 
4. And finally, click the "See on paystub" button:  

And that's it! That's everything you need to know about what happens when your payday admin gets your expense request! 

"How do I approve an expense claim?" 

When a person requests an expense claim, you'll get an email asking you to approve it. 

• To decline a request, click: Not approved 
• Alternatively, to adjust the request, you'd click the small "Edit request" link. 

"How'll the requesting person know if their expense's been approved or not?" 

Now the requesting person gets an email saying you've approved their expense. 

Alternatively, if you clicked "Not approved", the requesting person instead gets an email letting them resubmit their request back to you again. 

On payday, if there're still any items that haven't been approved, the items are shown to you. 

To complete expenses on the spot, while finishing the payday, click Approved or: Not approved 

And that's it! That's everything you need to know about approving expenses! 

"How do I decline an expense claim?" 

You'll get an email whenever a person requests an expense. 

To decline this expense, click: Not approved 

"How'll the requesting person know if their expense's not been approved?" 

Now the requesting person gets an email saying you've marked their expense as "Not approved". It also lets the requesting person know how to click Edit for resubmit to resubmit their request. That's everything you need to know about declining expenses! 

"What're the different ways to add an expense claim?" 

1. Choosing a person from the list

The first way. Choosing a person from the list. 

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To start an expense claim: 

1. First, click "Expense claim" on your home screen. 
2. And finally, you can also click:
   Menu > Expense claim 

If you're an admin, you'll be shown a list of people to add a new expense claim to. 

2. Adding to a specific person

The second way. Adding expenses to a specific person. 

To add an expense claim to a specific person: 

1. First, select the person on:
   Menu > People 
2. Then click:
   Pay > Add expense claim 
3. And finally, this'll add the new expense claim directly to this person. 

3. Adding to a paystub

The third way. Sometimes, you might want to add an expense claim to a paystub on a particular date and for a particular person. 

To add an expense claim to a paystub on a specific date: 

1. First, click:
   Paystub > Payables 
2. Then click:
   New payable 
3. And finally, the new expense claim is added to this paystub, and paid on the date of this paystub. 

And that's it! That's everything you need to know about some ways to add expenses! 

"How do I delete an expense claim?" 

Occasionally you may want to delete an expense claim. 

To delete an expense claim: 

1. First, open yourself on:
   Menu > Me 
2. Then click:
   Pay > Paystub 
3. Then click the expense claim you'd like to delete. 
4. To open it in a new tab, click the three dots: (in the top-right corner) 
5. Then click: Open in new tab 
6. Now that the expense claim's open in its own window... 
7. Click More, then: Delete 
8. Then click: Yes ... delete 
9. And finally, now that the expense claim's deleted, it no longer shows on the paystub. This has the same effect as denying approval for an expense claim. 

And that's it! That's everything you need to know about deleting an expense claim!