New Expense

Adding new expenses 

 Please see the steps below to successfully add a new expense 

 

 Click + icon to add a new expense 

 Capture all information as explained in this manual 

 Click on the tick on the top right to save the expense 

 Scroll left to update division and region and all details 

 Scroll left again to attach a slip or invoice 

 Once you have completed all the stages you need to click on the back arrow to a screen that will inform you to sync your expense 

 

 Click on the  Plus + button to add a new expense 

 Always click on the tick box to save the expense before moving on to the other menus 

 After attaching a document or image click on the back arrow so you only sync the expense once if you sync the attachment on its own and send the document for approval the system does not send the correct link to the approver and it will not allow the approver to open the document 

 

 

   

 

 

 

 Amount 

 Enter the expense amount 

 

 

 Expense Date 

 Enter the correct date for the claim 

 

 

 Invoice No 

 

 Enter the supporting document number if you have 

 This is not compulsory  

 

 

 

 Category 

 Select Category from the drop-down selection 

 

 

 Sub Category 

 Select the correct sub-category if there is more than one 

 

 

 Description 

 Enter claim description 

 

 

 Reference 

 Enter Claim reference 

 

 

 Notes 

 Add detailed additional notes if applicable  

 

 

 

 Once complete 

 

 

 

 

 Division 

 Enter division 

 

 

 Region 

 Enter region 

 

 

 

   

 After adding division and region scroll left again to add your till slip or invoice 

 Once done adding an image 

 Click on the back arrow 

 

 The back arrow which shows the screen below will allow you to sync. 

 After, syncing your expense go back into your expense then send it for approval 

 

 After, syncing click on it to send for approval as shown below: