Expense items are the basic component of an expense claim. A claim is a single submission of one or more expense items for a specific period or function. Expense items can be created on their own, then added to a claim at a later date or added as part of the creation of a new expense claim.
To add an expense item as a standalone record, to be added to a claim at a later date, click on the “My Expenses” link on the main menu, then click on the “My Expense Items” link at the top of the page.
The page will then show a list of all expense items that have been created and not yet added to an expense claim. Click on the “Add a New Expense Item” link at the top of the page to start adding the details of your new item.
At the top of the form, select whether this item is a regular expense item or a mileage claim from the “Expense Type” dropdown list, then populate the form with the details of the item.
If you are claiming reimbursement for this item, check the “Claiming payment” checkbox. If you wish, you can also add this item directly to an un-submitted expense claim by selecting it from the “Expense Claim” dropdown list.
To add an expense item directly to an existing claim, go to “My Expenses” and click on the “Edit” button for the claim you wish to add the item to, then click on the “Add New Item” button to add a new expense item directly to the claim.