Set up the expense module
Activate the Expense module
📝 To submit an Expense Claim, make sure that you are using our Expense module. If you would like to enable the Expense module, please get in touch with your dedicated Customer Success Manager, and make sure your account owner enables it on your account.
Please note that it's not possible to submit an expense claim for somebody else at the moment, this needs to be done from the Requester's profile directly.
Approval policy and expense claims
Depending on your approval policy, described under your personal information on your profile page, your expense report will either be automatically validated or validated according to the approval scheme linked to your request.
Complete your bank details
Before you make your expense request, don't forget to complete your profile and to add your bank details.
To do so:
Click on your Avatar in the top right hand corner
Click on My Profile > Your Bank Info
Fill in your information in order to be reimbursed on time and seamlessly by your employer.
👉🏻For security reasons, once added to your profile, your bank information can only be changed by your Account Owner.
It is not possible to add bank info that does not match the wallet's currency. Example : it's not possible to add US bank info on a EUR account.
Request a reimbursement
Submit your expense claim on the desktop version
Head over to the Requests tab
Click on New Request > Request a reimbursement.
Click on select from computer.
Download your receipt.
Fill in the expense information: date of your expense, amount and currency, supplier etc.
Finally, click on Confirm my Expense
Your expense claims should now be displayed as Pending under the Requests tab. You will have to wait for your manager's approval or rejection of your request (you'll be notified by email).
Edit an expense claim
While your expense approval is pending, you can edit some information:
the amount, supplier, description, expense date, team, receipt and analytical information.
To do so:
simply click on the expense in your Requests tab.
Click on the pen icon next to the information you need to edit.
Fill in the information.