Expense Claim Workflow
Create, submit, and manage Expense Claims in ApprovalMax, including both Out of Pocket and Corporate Card expense types
21 articles
- What is the Expense Claim Workflow in ApprovalMax
- What's the difference between Out-of-Pocket and Company Card Expense Claims?
- How Out-of-Pocket Expense Claims become Bills in ApprovalMax
- How Company Card Expense Claims become Spend Money in Xero
- How to enable and configure an Expense Claim Workflow
- How to configure approval steps and matrices for Expense Claims
- How to set up the Requester Matrix for Expense Claims
- How to set up the Review step for Expense Claims
- Auto-Approval rules for Expense Claims
- How to specify instructions for Expense Claim Requesters
- How to configure Mileage settings in the Expense Claim Workflow
- How to create an Expense Claim
- What is My Expenses and how does it work
- How tabs and filters work in My Expenses
- How sharing and access work for My Expenses
- How to edit My Expenses
- How to create an Expense claim request from your Expenses list
- Expense Claim numbering rules
- How to attach receipts to an Expense Claim
- How multi-currency works in Expense Claims
- Why does sync to Xero fail for my Expense Claim (Spend Money / Bill)