Bulk Claims lets you enter multiple expense items in a single spreadsheet-style view, ideal when you have many claims to enter at once. This feature must be enabled by your administrator.
Steps
Go to Expense > Claims > Expenses and click the Bulk Claims tab
The page shows a grid of rows, each representing one claim
For each row:
Click the + icon to upload a receipt
Select the Category
Enter the Date
Enter the Amount and select the currency
Select a Tax rate (if applicable)
To add more rows, click + Add Entry at the bottom
To remove rows, tick the checkbox(es) and click Bulk Delete
When all claims are entered, click Add To Report to select or create an expense report
Click 'Save' or 'Save & Submit'
Accepted Receipt Formats
Images
JPEG, JPG, PNG, GIF, BMP
Documents
DOC, DOCX, XLS, XLSX, PDF
Important Note 'Save & Submit' submits the entire Expense Report for approval, not just this single claim. Make sure all other claims in the report are ready before using 'Save & Submit'.
Note: If the Bulk Claims tab is not visible, ask your Expense Admin to enable it under Expense > Configuration > Preferences > Bulk Claims.
