Get Started with Expense Claims in 6 Steps!
This guide walks you through setting up and managing expense claims, from uploading claims to exporting detailed reports—all with ease.
Step 1: Access “My Expense”
The “My Expense” tab is enabled once you subscribe to the feature and should be visible on the left panel.
Step 2: Add a Payment Card
Set up your payment card for account-related charges.
Step 3: Configure Expense Tags
- Import Tags Automatically : Select Map Chart of Accounts to sync tags from connected applications.
- Create Tags Manually: Click Create Expense Tag, name it (e.g., Travel Claims), add details, and save.
Step 4: Invite Team Members
Click Invite, enter your team members’ emails, assign roles, and send invitations. They’ll receive setup instructions.
Step 5: Submit Expenses
Using the fileAI app:
- Click the purple upload icon.
- Upload receipts or payment screenshots.
- Assign to the respective tags and upload.
Step 6: Generate and Export Reports
- Filter expenses by 'User Name' to create reports for each individual.
- Lock the report to prevent further changes.
- Select Finalize, and export reports.
- Share reports via email via adding email addresses.