Add expenses and submit a claim

Spent your own money on work? Save each expense in Expenses & Travel as it happens, then submit them together as one claim. Approved claims are paid with your next salary.

Before you start

• Your HR team must have set up expense categories. If not, you see Expense claims aren't set up yet.
• Keep a photo or PDF of each receipt. Some categories require one.

Save an expense

1. Go to Expenses & Travel in the left menu ( open Expenses & Travel).
2. Click Add an expense.
3. Enter the Expense title (for example "Cab to client office"), Expense category and Expense date.
4. Enter the Amount. If you paid in another currency, pick the Currency and check the Exchange rate (1 unit = ₹).
5. Optionally choose a Project / cost center and add a Comment.
6. Under Upload receipts, attach the PDF or image.
7. Click Save expense, or Save and add another to keep going.

The expense is saved as a draft under Expenses to be claimed on the Pending expenses tab. You can edit or delete it until you claim it.

Submit a claim

1. On Pending expenses, tick the expenses to include. All drafts are ticked by default.
2. Optionally type a Claim title.
3. If you took an advance for this trip, choose it in Settle against advance — see Request and settle cash advances.
4. Click Submit claim.

The claim appears under Expense claims in process with the status Awaiting approval.

What happens next

• Approved – next payroll — the approved amount is paid with your next salary as a reimbursement line on your payslip.
• Paid with salary, Paid directly or Settled against advance — the claim is complete.
• Rejected — the reason is shown on the claim.
• While a claim is awaiting approval, click Withdraw to take it back. Its expenses return to Expenses to be claimed.

Find completed claims on the Past claims tab. Filter by the date paid and the payment mode.