Available only to HR & Payroll module subscriber OR Project module subscriber

Important Note : If you want to claim under any Project, make sure that you are a team member in that Project.

  1. At Expense Claim, find and click on New Expense Claim button.
  2. Enter relevant information at the page New Expense Claim
    • Select month for the claim
    • Mileage
    • Project - start typing in the dropdown list and the system will search for the existing project. Only the project member can search for the project they involved with.
    • Date - enter date of the event
    • Description - describe who do you meet, and the purpose for the event
    • From / Destination - enter the location
    • Parking - enter the parking ticket
    • Toll  - enter the toll fare
    • Miscellaneous
    • Date - enter date of the event
    • Project - start typing the dropdown list and the system will search for the existing project. Only the project member can search for the project they involved with.
    • Description - describe about the purchase
    • Cash Advance
    • Project - start typing the dropdown list and the system will search for the existing project. Only the project member can search for the project they involved with.
    • Description - describe why do you need the cash advance for.
  3. Click Save as Draft or Submit to finish the claim submission.