How do I create an expense claim?

To create a new expense claim, go to “My Expenses” on the main menu, then click the “Add a New Claim” link at the top of the page.

When the form is shown, enter a short title for the claim (for example, January 2017 Expenses) and a detailed reason for the expense claim (for example, “All expense items from January 2017”). Enter a start and end date to describe the range of dates the claim should cover and click “Create Claim and Continue” to create the claim.

The page will now update to show an empty list of expense items. You can now use the “Add New Item” button to add a new expense item directly to the claim or click on the “Add Existing Item” to add an expense item that you have already created in the system but not yet assigned to a claim.

When you have finished adding expense items to the claim, you can submit the claim for processing by clicking on the “Submit Claim” button at the bottom of the page, or just save the claim for now without submitting by clicking on the “Save and Close” button.

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