Before you start
Your organisation must give you access to Expenses, and the expense type you need must be active and available for the date of your claim. If you cannot see Expenses or the expense type, contact your manager or administrator.
Submit a request
Open the side menu in the mobile app and select Expenses.
Select + to start a request.
Choose the expense type.
Choose the date the expense relates to. You can select today or an earlier date.
Enter the amount or quantity:
If the expense type has a rate, enter the quantity. The app calculates the total using the rate.
If there is no rate, enter the amount you are claiming.
Add a note if you need to provide context.
Select the tick in the top-right corner to submit your request.
Check how your total is calculated
For a type with a rate, the total is the quantity multiplied by the rate. For example, two units at £3.64 each give a total of £7.28. If the expense type has no rate, the amount you enter is the total.
If something is missing
Expenses is not in the side menu: Ask your administrator to check that you have access to submit expense requests.
The expense type is not listed: Ask your administrator to check that it is active and that its effective date has started.
You are asked for a quantity instead of an amount: The expense type has a rate. Contact your administrator if you think this should be changed.
Your expenses are still outstanding: Please follow up with your administrator or line manager for more information.
Your expenses have been rejected: Please follow up with your administrator or line manager for more information.