The employees of every company will submit their expense claims daily, if not monthly. Once they’ve submitted their expense claims, the admin of the company will take the next step of action either to approve or reject the claims. There are few different kinds of expense claims such as claims for food, traveling, accommodation, healthcare, etc.
Fig.1 Tap on My Expense Claims Fig.2 Choose either to scan a receipt or manual entry
Fig. 3 Fill in the fields for claims submission
As the users of the DESK Mobile App, you can create new claims by clicking on the ‘My Expense Claims’ button. On the new page, you’ll see a new claim button if you have yet to create one yet. Click on the button or the “+” icon on the top right of the page.
There are two options to create new claims:
- Scan Receipt
- Upload any receipts you’ve saved on your mobile, the system will scan the information on the receipt and mapped them into the system.
- Manual Entry
- Manually enter the information of the claims submitted such as merchant name, date, amount, category (choose the right category).
Once you have created the new expense claim, you can toggle around the Personal and admin button. Choose the Personal button to view the claims you've submitted. On the other hand, choose the Admin button, to accept or reject the claims submitted by the staff in the company, only if you're the admin of the company.
A pop-up message will show that the claims will be sent to your manager for review. Congratulations! You have successfully submitted your first expense claims on Desk Mobile App!
In the next article: Learn How can I add contacts on the go?