In this topic

Introduction

This topic describes how an Expense User can apply for a reimbursement of expenses.

To apply for a reimbursement of expenses as an employee:

Go to the Leave/Expense -> Home screen
Scroll to the Expense Applications section
Click the Apply button (you should see your name in the dropdown box)
Ensure the correct Position for the application is selected as this will affect where your expense application is sent for approval
Select the Type of Expense that you are applying for
Enter the Amount of your expense reimbursement
Tick the Include GST check box if the amount you entered is inclusive of GST
Select any supporting documentation at the Attachment field
Enter any Comments that you would like your leave approver to see on your application
Click the Submit button

To apply for an reimbursement of expenses as an Approver:

Go to the Leave/Expense -> Home screen
Scroll to the Expense Applications section
In the drop down list of employees, select the employee who you would like to lodge the Expense Reimbursement on behalf of
Click the Apply button next to the dropdown menu
Ensure the correct Position for the application is selected as this will affect where your expense application is sent for approval
Select the Type of Expense that you are applying for
Enter the Amount of your expense reimbursement
Tick the Include GST check box if the amount you entered is inclusive of GST
Select any supporting documentation at the Attachment field
Enter any Comments that you would like your leave approver to see on your application
Click the Submit button

If an Expense Reimbursement Application needs to be cancelled:

Go to the Leave/Expense -> Home screen
Scroll to the Expense Applications section
In the list of Expense Applications, click the Edit button next to the Expense Application that needs to be cancelled
On the Expense Application summary screen, click the Cancel Application button at the bottom of the page