TheExpense ClaimWorkflow allows your Clients and you and your Team Members to quickly and easily claim back any company expenses.

Using the Expense Claim Workflow

Click format_list_numberedTasksto navigate to the Dashboard, then click addCreate New Task.

Choose a Client and Client Staff, who need to claim expenses back, and click Create Task.

Choose the Expense Claim Workflow and click Add Task.

Fill out the required fields and click Save. This will update the Task status toExpense Claim Form.

Fill out the expense claim form and click Save. You are allowed up to 5 different entries/claims.

Click the blueAssign Managerbutton and assign a manager to review the expense claim. This will update the Task status toManager Approval.

Expense claim task page showing the Assign Manager button after completing the expense form

If the manager approves the claim, the Employee and Manager can provide their signatures in the fields provided and click the Save button and then the greenExpenses Approvedbutton. This will update the Task status to Approved/Awaiting Payment.

If the manager has any issues with the claim they can submit these in the query box provided and click the redQuery Expensesbutton. This will update the Task status to Query.

Expense claim Manager Approval page with signature fields, Expenses Approved, and Query Expenses buttons

Once the query has been answered or resolved, the manager can return back to the task page and give feedback regarding the query in the box provided, then click the greenGive Responsebutton. This will update the status of the Task back to Manager Approval, from here they can approve the expenses, submit another query, or decline the expenses.

Expense claim Query status showing feedback field and Give Response button

If the manager wishes to deny the claim request, they can submit the reason in thedeclining expensebox and click the redDecline Expensesbutton. This will update the task status toExpenses Claim Denied.

Expense claim showing declining expenses reason field and Decline Expenses button

Once the Employee has received the payment, the manager will need to return to the Task page and click on the greenPayment Receivedbutton. This will update the task statusPayment Received. The Task is now completed.

Expense claim showing the Payment Received confirmation button in Approved Awaiting Payment status

If there is an issue with the payment, the manager can log the details of this below the Payment Received button and click on the redIssuebutton to submit the problem. This will update the task status to Query.

Expense claim showing payment issue details field and Issue button to report a payment problem

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