The following article outlines how to submit a Request for Expense.
What is an Expense Request?
Expense Requests are used to request reimbursements and track transactions on company cards.
For example, Expense Requests are submitted after you make a purchase:
with your own funds and you need to be reimbursed, or
on a company card (for your accounting team to track and reconcile transactions)
With Expense Requests, you can indicate the type of expense and enter details, such as airline/flight numbers for air travel, distance for mileage, tip/tax on meals, etc.
You can easily attach a receipt to a request on the Procurify Web and on the Procurify mobile app.
How to submit an Expense Request/Report:
Click + Request
at the top-right and select Expense
Enter a Title, Location, Department, and if applicable, Travel Ticket, and Purpose
Click + Add expense item
Fill in the expense details and use the File button
to upload any receipts/attachments.
Click the 3-dot options button
then Edit Expense Line for more options to enter in expense type.
Click Other
to select the Expense type. This will change the options for entering details relevant to the request type.
Click Save.
Repeat Steps 3-5 to add other expenses for this expense request/report.
Ensure the correct Approver is selected, and click Submit.
Additional Information:
If you are looking to simplify your expense workflows, make sure to check out spending cards.