To submit an expense, follow the steps below:

1. Go to My Expenses > Draft.

2. Select the expenses individually by ticking the checkboxes next to them, or tick the Select all checkbox to select all of the expenses.

3. Click Submit Expenses.

If any policy issues have been detected with your expenses, a warning will appear. This warning will state what policy the expense is in breach of.

Providing the policy rules in place have been set to 'warn', you can still submit your expenses by clicking Continue.

If your company Finance team have set any blocks on your policy, the system will not allow you to submit the expense(s) until the issue has been addressed and the policy rule has been met. Click OK, then edit the expense(s) to make the required changes.

If you've been assigned an approval flow, the submitted expense(s) will be sent for approval. If not, your expense(s) will immediately show as approved and will be stored in the Approved section.

If you need to recall an expense that is awaiting approval, you can recall that expense back to your Draft section.