--- title: fileAI Expense Claims Guide description: Get Started with Expense Claims in 6 Steps! --- [Skip to content](https://help.file.ai/fileai-expense-claims-guide#main-content) English Show submenu for translations [Customer portal](https://customerportal.file.ai/customerportal?hsLang=en) ![fileAI Logo—White.png\]](https://help.file.ai/hs-fs/hubfs/fileAI%20Logo%E2%80%94White.png?height=40&name=fileAI%20Logo%E2%80%94White.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://customerportal.file.ai/customerportal) - Go to bluesheets.io Go to bluesheets.io Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.file.ai/?hsLang=en) 2. [Expense Claims](https://help.file.ai/expense-claims?hsLang=en) # fileAI Expense Claims Guide ## 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](https://help.file.ai/what-is-a-tag?hsLang=en)** - **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. - [Product Release Notes](https://help.file.ai/product-release-notes?hsLang=en#main-content) - [Q3 2024](https://help.file.ai/product-release-notes?hsLang=en#q3-2024) - [FAQs](https://help.file.ai/faqs?hsLang=en) - [Get Started](https://help.file.ai/get-started?hsLang=en#main-content) - [About fileAI](https://help.file.ai/get-started?hsLang=en#about-fileai) - [Login & Account](https://help.file.ai/login-account?hsLang=en#main-content) - [Workspaces](https://help.file.ai/login-account?hsLang=en#workspaces) - [Organizations](https://help.file.ai/login-account?hsLang=en#organizations) - [Billing, subscriptions, payments](https://help.file.ai/login-account?hsLang=en#billing-subscriptions-payments) - [Account errors](https://help.file.ai/login-account?hsLang=en#account-errors) - [Account Deletion](https://help.file.ai/login-account?hsLang=en#account-deletion) - [Uploading Files](https://help.file.ai/uploading-files?hsLang=en#main-content) - [Upload Methods](https://help.file.ai/uploading-files?hsLang=en#upload-methods) - [Common Questions](https://help.file.ai/uploading-files?hsLang=en#common-questions) - [Integration Guides](https://help.file.ai/uploading-files?hsLang=en#integration-guides) - [Mobile App](https://help.file.ai/uploading-files?hsLang=en#mobile-app) - [Processing Files](https://help.file.ai/processing-files?hsLang=en#main-content) - [How documents are processed](https://help.file.ai/processing-files?hsLang=en#how-documents-are-processed) - [Common Questions](https://help.file.ai/processing-files?hsLang=en#common-questions) - [Common Errors](https://help.file.ai/processing-files?hsLang=en#common-errors) - [File Inbox](https://help.file.ai/file-inbox?hsLang=en#main-content) - [Workspace Menu](https://help.file.ai/file-inbox?hsLang=en#workspace-menu) - [Organization Menu](https://help.file.ai/file-inbox?hsLang=en#organization-menu) - [Working with Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#main-content) - [Creating Workflows](https://help.file.ai/working-with-processed-files?hsLang=en#creating-workflows) - [Creating Rules](https://help.file.ai/working-with-processed-files?hsLang=en#creating-rules) - [Error in Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#error-in-processed-files) - [Exporting Files](https://help.file.ai/exporting-files?hsLang=en#main-content) - [Common Questions](https://help.file.ai/exporting-files?hsLang=en#common-questions) - [Exporting to Xero](https://help.file.ai/exporting-files?hsLang=en#exporting-to-xero) - [Xero Export Errors](https://help.file.ai/exporting-files?hsLang=en#xero-export-errors) - [Exporting to QuickBooks](https://help.file.ai/exporting-files?hsLang=en#exporting-to-quickbooks) - [Exporting to Netsuite](https://help.file.ai/exporting-files?hsLang=en#exporting-to-netsuite) - [Exporting to Bukku](https://help.file.ai/exporting-files?hsLang=en#exporting-to-bukku) - [Exporting to Google Sheets](https://help.file.ai/exporting-files?hsLang=en#exporting-to-google-sheets) - [Exporting to third-party tools (via API)](https://help.file.ai/exporting-files?hsLang=en#exporting-to-third-party-tools-via-api) - [Exporting to Zoho Books](https://help.file.ai/exporting-files?hsLang=en#exporting-to-zoho-books) - [For Accountants](https://help.file.ai/for-accountants?hsLang=en#main-content) - [Setting up your firm in fileAI](https://help.file.ai/for-accountants?hsLang=en#setting-up-your-firm-in-fileai) - [Expense Claims](https://help.file.ai/expense-claims?hsLang=en) - [Mobile App](https://help.file.ai/mobile-app?hsLang=en) - [fileForge](https://help.file.ai/fileforge?hsLang=en) # fileAI Last Updated: June 2025 / support@file.ai Copyright © 2026, fileAI ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://stream.mux.com/YKk7I66VuATMJH01rR9VEgsyjHOlQSL8DalfbAeaLu3Q/capped-1080p.mp4", "dateModified" : "2024-12-03T02:12:03.298Z", "duration" : "PT2M53S", "height" : 1814, "name" : "Expense Claims Set Up Guide (1)", "thumbnailUrl" : "https://7752746.fs1.hubspotusercontent-na2.net/hubfs/7752746/Expense%20Claims%20Set%20Up%20Guide%20(1).mp4/medium.jpg", "uploadDate" : "2024-12-03T02:12:03.293Z", "width" : 3170 } ```