How to submit an expense claim

Updated September 17, 2026

Open My Workspace → Submit Expenses.
Create the claim and fill in the amount and category.
Attach the receipt.
Submit, then follow the status from the same screen.

The Apply Expense dialog, with the amount, category, payment method and the area to attach a receipt

The rules come from your organization

Which categories exist, what the spending limit is, and whether a receipt is mandatory are all set in your organization's expense policy. A claim can be refused for a rule that is specific to your organization, so if one comes back rejected, the policy is the place to look rather than the claim itself.

The Expenses screen, where each claim shows its current state, including one that came back rejected

Attach the receipt even when it is not mandatory

Where receipts are optional, a claim without one takes longer to approve because the approver has to ask. It costs nothing to attach it.

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