Your expenses

The My Expenses screen lists every expense claim you've submitted, with its status. Open it from Self-Service > Expenses > My Expenses.

1. Expenses — Open the Expenses group in the menu.
2. My Expenses — Then choose My Expenses.

What you'll see

Cards at the top summarise your claims:

• Total Claims
• Pending
• Approved
• Rejected
• Total Amount

If your organisation has expense guidelines or applicable policies, they appear in an Expense Guidelines & Policies panel.

The table has these columns:

• Date
• Type — the expense types in the claim
• Amount — total claimed
• Items — how many items the claim has
• Approved — approved amount, once decided
• Status — Pending, Approved, Rejected, Processed, or Cancelled
• Actions

Steps

Filter the list

1. Use the Status dropdown above the table.
2. Use the From Date and To Date pickers to limit by date.
3. Type in the Search expenses... box to search the table.
4. Click Clear to reset the filters.

Open or cancel a claim

• Click the view (eye) button in the Actions column to see a claim's full details. See Viewing an expense.
• For a Pending claim, a cancel button also appears. See Cancelling an expense.

Submit a new claim

Use the Submit Expense button at the top right. See Submitting an expense.