Quick expense claim

A quick expense claim is used to claim costs not related to travelling (e.g. lunch costs). In a web browser use the ‘new’ button in the dashboard tile “Quick expense claim” to start a new claim.

To link a document (which is required), use the ‘Upload’ button on the right side of the screen.

In the mobile app click on the ‘+’ shown behind Quick expense claim. In a pop-up you will see the following options:

Take a photo -> will open the camera for you to take a photo (of e.g. the receipt).

Choose existing photo -> will open the photo gallery and enables you to select a photo from there. After creating or selecting a photo, the fields are available.

The fields are the same for the mobile app and the web browser

Fields Quick Expense Claim

• Remark: Enter additional information. (optional)

• Expense type: Select the type of expenses. (required)

• Currency: Select the currency of the expenses. (required)

• Amount: Enter the amount of the expenses. (required)

• Paid with CC: Check the box when it is paid by a company creditcard.

• Submit separately: Check the box when a separate expense claim should be created for processing. If not checked, it will be placed in the general expense claim for processing. (this is e.g. done if you pre-paid a large amount which you want to be paid back earlier than the regular claims.)

After entering the details, the quick expense claim can be confirmed with the ‘save’ and ‘approve’ button (in web browser) or the v button (in the mobile app).

A new regular expense claim is created (if this is the first quick expense claim this month, or the checkbox ‘submit separately’ is checked) or added to the existing expense claim when this is still in the ‘enter’ step.