ExpenseIn

Jack

Create and submit expenses using the ExpenseIn web portal.

My Expenses (Web Portal)

This video will show you how to create and submit your expenses on the web-portal.

Introduction (Video)

Access your Linked Account after login via the web portal.

Linked Account access

Web Portal

You can capture a receipt via the web-portal and create an expense from it.

Capture a receipt

You can share receipts with other users by sending the receipt straight to their account.

Share a receipt

If you have any receipts that have been sent to your email inbox, you can forward these to us to add to your account.

Email a receipt to ExpenseIn

Adding receipts

You can create purchase expenses from scratch or from your receipts.

Create a purchase expense

This article will explain how you can create a mileage claim if you use your own vehicle for business journeys.

Create a personal car mileage claim

This article will explain how you can create a mileage claim if you pay for the fuel with a fuel card.

Create a fuel card mileage log

This article will explain how you can create a mileage claim if you pay for the fuel and get reimbursed for your mileage.

Create an out of pocket mileage log

Create time claims by recording your time using the ExpenseIn time module.

Create a time expense

Create regular expenses even quicker by adding them to your favourites.

Add a favourite expense

How to delete a favourite expense from your account that is no longer required.

Delete a favourite expense

Submit your expenses to move them to the next stage in the process.

Submit your expenses

What to do when your Finance team requires you to fill in the Attendees field when creating an expense.

How to complete the attendees field on an expense

What to do if you are receiving an error telling you to select a lower rate for a mileage expense.

Why am I asked to select a lower distance rate on my mileage expense?

What to do if you are receiving an error telling you to select a higher rate for a mileage expense.

Why am I asked to select a higher distance rate on my mileage expense?

Creating and submitting expenses

How to attach a receipt to an existing expense in Drafts.

Attaching a receipt to a draft expense

Understanding how to attach more than one receipt to an expense.

Add multiple receipts to a single expense

This help guide explains how you can attach one receipt to multiple draft expenses.

Attach the same receipt to multiple draft expenses

You can edit expenses when they are in your Draft expense area.

Edit an expense

If you have submitted your expenses for approval but need to amend the expenses, you have the ability to recall those expenses.

Recall an expense

Follow the steps in this article to split a draft expense.

Split a draft expense

If you duplicate an expense, you will create a new expense from the original that is an exact replica.

Duplicate an expense

You can delete expenses in the Draft expense area of your account.

Delete an expense

Editing expenses

How to view your submitted expenses that are awaiting approval within the My Expenses area.

Viewing submitted expenses

View historical expenses that have been submitted and approved.

Viewing approved expenses

You have access to export your expense information to a report from multiple areas in your account.

Downloading your expenses

How to run a PDF report of your mileage expenses.

Run the mileage pdf report

This article explains how to view the miles you have cumulated in a specified tax year

How to view your cumulative mileage

Viewing and downloading expenses

Import your own company card statements from the My Expenses area.

Import your company card statements from My Expenses

Understand how the company card process works from the cardholder's perspective.

Company card import process for the cardholder

How to merge an imported company card expense with an existing draft company card expense.

Merge unmatched draft company card expenses

How to update manually created company card expenses that have not matched to imported expenses.

How to update unmatched company card expenses

Imported company card expenses

Change the vehicle information stored for Mileage Log expense claims.

Update my vehicles

How to add your vehicle documents to enable you to submit your mileage expenses.