Regardless of the method used to capture receipts or the way you choose to submit an expense, the one constant is that you will always have a claim form that will need to be completed. This article will provide details about the expense form and the fields that are included.
- Some of the fields in the claim form may be pre-populated based on default settings that have been configured by your company.
- Other fields may be pre-populated based on the account type (for example, with a corporate card expense the Vendor/Merchant would already have been entered per the details in the data feed file).
Whether you click the ADD EXPENSE button or drag a receipt, the Claim form will be displayed as shown in the screenshot below.
The form is divided into the following areas...
- Account Type
- Coding details
- Expense details
You will need to complete this form to submit a claim successfully.
Some fields are mandatory and need to be filled in.
- A green tick
is displayed next to a field that has been completed or is an optional field.
- Any fields that do not have the green tick
- After clicking the SAVE or SUBMIT button, if any mandatory fields are incomplete, a red circle is displayed next to that field, as shown in the screenshot below.