Expense Claims

Staff claim what they spent, attach the receipt, and the claim goes to their manager and then to finance. Anything large also goes to the finance director.

This is a demonstration. It is read-only: nothing you type here is saved, and no record is created.

New expense claim

What was spent

What was it for

Amount claimed

The total on the receipt, in the workspace currency.

Date of the expense

VAT included

Leave empty when the receipt shows no VAT.

What it was for

One or two lines a manager can approve without asking you.

Proof

Receipt or invoice

A photo is fine, as long as the total and the date are readable.

Project or cost centre

Picked from the projects list, so the amount lands in the right budget line and stays there when somebody reports on it.

Department

How to pay it back

Pay me by

Account for the transfer

Only needed for a transfer to an account payroll does not already know.

Build one like this

Create a workspace and start from this template.