How to submit an Expense Claim on the Engage App

Please note Expense Claims is an additional module in Engage. To trial this module or learn more, please click here, or email support@engagesolutions.co.nz for more information. 

Expense claims refer to business-related costs that employees often cover using their personal funds or credit cards, which can later be reimbursed by the company. Please note that the types of expenses eligible for claims and their approval are subject to your employer's discretion. 

To log an expense claim on the Engage app, scroll down on the home page until you see the Expense Claims button.

Click on the plus (+) icon on the top right hand side of the listing screen to create a new expense claim. 

Click on Add Expense to add a new expense claim line. You are able to complete multiple expense claim lines per request as needed. 

Fill in the details of your expense claim. If you are unsure which expense code to use, please talk to your manager for clarification. 

You will also need to include a copy of your invoice / receipt when submitting your expense claim.

Once you have completed your expense claim, click on Add Line to add this to your request. 

You can either add more expenses by following the same process, select an alternative branch to direct your expense claims as required, or you can edit or remove information about expense claims lines as required. 

If you wanted to Save your information and come back later, you can save your progress, otherwise you can submit your expense claim for approval. 

Note that submitting your expense claim will email your Branch Manager for approval. (If you are a Branch Manager, the expense claim will go to your Direct Manager instead). 

Once submitted, you will be unable to edit or delete the expense claim, but you can view/refer back on the expense claim listing page as needed. 

Expense claims will remain visible on your Engage app for up to 30 days, beyond that, you can refer back to your history on the web version of Engage as required. 

Once your expense has been approved / declined, you will receive an email notification advising you of the status of your expense claim. 

If you have any other queries about Expense Claims or the Engage App, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.