Introduction

Submitting an Expense request using Expense on the web is convenient and easy. This guide will cover submission via the web. Click here to for the guide on how to submit via JustExpense mobile app

Part 1: Prepare Expenses Record

Step 1: Log in to your account on the computer.

Step 2: Click on .

Step 3: Click on .

Step 4: You will see the screen below.

Attachments can be a photo, .xls, .xlsx, .doc, .docx file. You can also upload more than one file. Single claim only allow 4MB size both single file and all files. 

**To add one/single expense record, you can complete the page as above image. Type in the necessary information for the expense and then click on . 

Another option is to click on to instantly create the report and submit the claim directly. 

You will see a window and you need to create the Report name and Business Purpose and click on Save. 

By doing this, you don't need to separately create the report and submit it manually. 

** To add multiple expenses records, toggle to , you will then see the page below:

Type in the necessary information for each field. If you need to add more lines, click on

If you want to save the information, click on

Part 2: Prepare Expenses Report for Submission

The report in the Expense module acts like a folder. It lets employees group related claims (e.g. by trip, event, or month) into one submission. This gives approvers a clearer overview and makes tracking, auditing, and exporting much easier.

Here's a quick example:
If an employee has 30 receipts in a month and submits them one by one, the approver would need to approve 30 times. Now imagine 50 employees doing that, that’s 1,500 approvals in a month!

With reports, each employee can upload all receipts into one report and submit that single report for approval. The approver only needs to review once per employee per month, much more efficient.

So here's how to prepare reports: 

Step 1: Go to .

Step 2: Go to .

Step 3: Click on .

Step 4: Click on .

Step 5: You will see the pop-up window below.

Step 6: Input the .

Step 7: Indicate the date of coverage for the report on

.

Step 8:  This field will appear depending on how your account is set up. You can input the purpose for this report into this field. 

Step 9: Next, put a tick on the expense/expenses you would like to include in the report:

Step 10: Click on  and you will see the notification that the report has been created successfully.

Step 11: The screen you will see next is similar to below. Notice that the status is still unsubmitted.

Step 12: Click on the  icon adjacent to the report you just created.

Step 13: You will be brought to the next page where you can submit the report:

Step 14: This time, you will receive a notification for a successful submission: