You can create an Expense Claim request directly from your uploaded expenses in ApprovalMax, grouping expenses into a claim without re-entering any details.
Please note: Existing Requester matrix permissions apply, so only users authorised to submit requests in the Expense Claims workflow can use this feature.
To create a new Expense Claim from your My Expenses list:
From the main navigation menu, go to My Expenses.
If this is your first expense, the list will be empty. To add an expense, you can drag and drop a receipt into the upload area, click on Upload file, or select + Add expense.
Then enter the required details, such as the expense date, description, amount, and currency.
You can now add this expense to an Expense Claim request by ticking the checkbox next to the expense and then clicking on Add to Expense Claim.
A confirmation window will appear asking if you want to add the selected expenses to a new expense claim. Click Confirm to proceed.
After confirming, a new Expense Claim request is created with the selected expenses included as line items. You can then complete the remaining details and submit the expense claim for approval as usual.