Claim an expense

Anyone in your company can claim back money they spent for work. Your claims are in Finance › Expenses, under Your claims.

Make a claim

1. Open Finance › Expenses and choose New claim.
2. Enter the Amount and the Date.
3. Under Paid to, name the shop, supplier or service.
4. Add a Note saying what it was for.
5. Add the Receipt: Add a photo or PDF, or Take photo on a phone. You can also drop the file onto the form.
6. Save the claim.

Where it stands

Each claim shows one word:

• To approve: waiting for an admin.
• Approved: agreed, not yet paid.
• Paid back: the money has reached you.
• Rejected: turned down, with the reason the admin gave.

For admins

Admins see the company's costs in Finance › Expenses, in tabs for Overview, Costs, Subscriptions and Pay as you go.

• A waiting claim has Approve and Reject on its row. Approve takes one tap and can be undone straight away; Reject asks for a reason, which the person sees.
• Open an approved claim to mark it paid back once you have paid it.
• New cost records something the company paid itself, with its receipt.
• Export with the year downloads the year's costs as a spreadsheet.