Expense Claims

Please ensure you have entered your GL Codes before you create expenses. To learn more about 

GL Codes, please click here. 

To add a new expense claim, click on Expenditure / Expense Claims / 'New Expense Claim'.

Fill in the relevant form, note that fields with a red asterisk are mandatory. 

Once submitted, an email will go to the branch manager to let them know the expense claim has been created. 

If a branch manager is creating an expense claim, it will go to their direct manager for approval. 

To check who is marked as a Branch Manager, click on Customer Admin / Organisation / Branches / "Edit" to see which employees have been marked as branch manager(s). 

The approver can then see the expense claim listed on their Dashboard (web), or under Your Actions on the app. They can approve or decline this 

by clicking 'View' next to the relevant expense, and clicking on approve / decline. Once it is approved / 

declined / more information requested, the employee and set-up accounts person will receive emails 

with further instruction. 

To lodge an expense claim via the Engage App, click on the Expense Claims button (to learn more about 

how to download the app, please click here). 

The following screen shows all of the expense claims that have been submitted prior or ones that need 

approval. Press the (+) button in the top right hand screen to create a new expense claim. 

Click on "Add Expense" to create a new expense claim line. Please note that you are able to create 

multiple lines in one 'Expense Claim'. For example, you may submit one line for a coffee, one line for 

airfare, and one line for accommodation. These can be attributed to individual created GL codes as 

you create new claim lines. 

Fill in the relevant form; note that fields with a red asterisk are mandatory. You are able to upload up to 

5 photos per expense claim line as required. 

Once submitted, this will be sent to your manager for approval. You will receive a notification once it has 

been approved/declined/asked a request for more information.