System allows employees to submit both expense and mileage claims
Employee must be permitted to screen Menu - Expenses - Expenses Activities in order for them to submit claim
![](https://img.zohostatic.eu/zde/static/images/exclamation.png)
Expense module must be setup and enabled. Employees must have respective Expense Approval and Payment manager allocated before they can submit the claim
Employees:
- Submit new claim
- Submit new mileage claim
- Save claims
- View saved and submitted claims
- Edit saved claims
- Upload receipts
Submit New Claim
1. Click on
![](https://desk.zoho.eu/galleryDocuments/edbsn2163a8ce8f725f960fbf63da0939e73f97cfbf6963d73726a00fd5c8bdd5a2ec542fc129e3e89a47f70c447a3845d3f610bf1b29afa6b3d6857821ae55ffee3d?inline=true)
icon to start new claim
2. Employee gets 2 options:
a. Expense Claim
b. Mileage Claim
3. Fill in respective data and
a. Save Expense - to come back again later to review/make amendments and submit
b. Save and Submit - Save and submit the expense claim
![](https://img.zohostatic.eu/zde/static/images/info.png)
Expense Approval Manager will get notified via email to review the expense submitted
Cancel Claim
Employees can cancel/delete expense claim if manager has yet to approve/reject the item.
To cancel the claim, simply click on Submitted items, scroll to the right and click on delete icon against the item to cancel the claim