Submitting for approval

This article covers submitting your draft expenses for approval in both the web and mobile versions of Capture Expense.

Submitting a single claim for approval (web)

1. Click Expenses in the side menu.

2. In the Draft tab, select an expense, and check all its details are correct.

3. Click Submit, change the date / description if required, then click Submit.

4. The record will move to the Submitted tab and your expenses approver will be notified.

5. You can also Print your expense, or click Cancel to exit.

Submitting multiple claims for approval (web)

The process for submitting multiple claims

1. Select multiple expense claims in the Draft tab, then click Submit.

2. You will be shown a total of ALL the selected claims. Again, you can change the date / description if required.

Submitting claims for approval (mobile)

1. Open the app, and you will start on the Expense view.

2. Tap Drafts.

3. In the list of draft expenses, tap every claim you want to submit.

4. Click Submit.

5. The total number of claims and value is displayed. Change the date / description as required.

6. Click Submit. The expense(s) will move to the Submitted section, and your approver will be notified.

Making changes to a submitted approval

On both web and mobile, you can make changes to a newly-submitted expense by opening and editing the expense in the Submitted tab / section.