In order to use the My Expenses feature, your organisation has to have this option enabled.
In the My Expenses section, you can see all of your unclaimed expenses and past claims and their status. You can also add an expense which isn't tied to a duty.
Add an expense
If you have the option enabled, you can add an expense which isn't tied to a duty, such as boot expenses.
Go to My Expenses.
Select the date, the expense type, and the amount, and fill out the description.
Click Add.
To add a duty expense, please see our article on claiming subsistence or mileage.
Unclaimed expenses
If you have the option available, you can view all of your unclaimed expenses in the My Expenses section.
All expenses you've entered while updating a duty display here.
Create a new claim for unclaimed expenses
To create a new claim for a particular unclaimed expense, select the checkbox next to the relevant expenses you want to claim, and click New Claim at the bottom of the list.
Once you've created your new claim, a detailed version of your claim appears.
You need to verify all the information displayed on this page. Confirm the text at the bottom of the page, and select Submit Claim.
You'll see a Success message and then you'll redirect to a detailed view of your newly submitted expense claim.
You'll now see all of the details of your claim, including:
Claim ID
Status
Date of Approval
Who approved it
If you can approve your own claims, the status of your claim will automatically be approved, and the Approved by field will be your name.
📌 Note: If you can't approve your own claims, you need to wait for your supervisor to approve it.
At the bottom of the page, you'll see a group of actions buttons for the current claim:
Delete Claim
This option will delete your claim!
However, all of your expense items will be put back into your unclaimed expenses list where you can create another claim.
Print / Send Claim
This option will print and send your claim to the relevant service.
Your claim has to be approved before you can print / send it.
Preview Claim
This option will preview your claim, allowing you to see your expenses before you send your claim.
🤓 Tip: If you don't want to send your claim, you can navigate away from this page; all your expenses will be saved and viewable at the bottom of the My Expenses page.
You can click on the eye icon to view the claim details.