Part 1: Steps to Submit Claims on Behalf of Your Colleagues
1. Click .
2. Go under .
3. Under Expenses tab, click and Select the name of the staff you wish to submit the expense for.
The screenshot shows that I am submitting a Single Claim for Inigo. Add in the necessary details below and click on the button once completed.
3. Go to Reports tab and click the button. Add in the necessary details and tick the box for the Expense you wish to submit for your staff and click
.
4. After you clicked on the Save button, you will be directed back on the Report page. Click the icon of the Report that you just created and it will show you the Expense and Report details:
5. To complete the submission, tick the box as shown above and click on the button. A confirmation message should show on the screen once done.
*Note: If you are unable to submit claims on behalf of your colleagues, please check with your admin to confirm if this feature has been set up. They can then follow the next section for further instructions.
Part 2: Instructions for Expense Administrator to Review Settings
**Note: If you cannot see the "Claim for Others" settings, please contact our support team to have the Expense Approval Workflow feature enabled in your account.
In order to use the "Submit on Behalf" feature for expense claims, the setup outlined below must be completed. This can be done by the administrator.
1. From the main menu, go to .
2. Click on .
3. Under tab, search for the user whom you wish to do the submission for. Click on the pencil icon under the Action Column
Add the name/s under “Claim for Others” field for him to be able to submit the claims for them.
NOTE: If Approval WorkFlow is enabled on your account, you will immediately see Claim for Others column when you go to
Example: Inigo is assigned to Esper, meaning Esper can submit expenses on behalf of Inigo.