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      How can I submit an expense and upload a receipt?

      Learn all about how to add an expense item to your account and upload a receipt.

      How to submit an expense as a user


      Step 1:       Login to your User Account.

      Please note: Only users can submit an expense.


      Step 2:       Navigate to your expenses via Expenses > My Expenses

      B2B Expense Management - submit expense and upload a receipt 1

      Step 3: Choose your date range and click Apply

      B2B Expense Management - submit expense and upload a receipt 2

      Step 4: Choose from your list of expenses and click Make Expense

      Fill in the form to include information on the type of transaction, notes, VAT reference and VAT amount if applicable.

      Please note: You must select at least one expense category. To create new expense categories contact your account administrator.


      B2B Expense Management - submit expense and upload a receipt

      Please note: The upload receipt option will appear after you enter the above information and click save expense.


      Step 5: Select your receipt and click Upload File

      B2B Expense Management - submit expense and upload a receipt 4

      Step 6: When your receipt is uploaded click Save Expense

      B2B Expense Management - submit expense and upload a receipt 5

      That's it. Your expense should be logged and your receipt uploaded.

      Still need support? Get in touch with our customer support team here. Or perhaps you would like access to our platform, please speak to one of our dedicated sales representatives to open an account today here.