How to submit an Expense Request

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:

1. Click + Request at the top-right and select Expense
2. Enter a Title, Location, Department, and if applicable, Travel Ticket, and Purpose
3. Click + Add expense item
4. Fill in the expense details and use the File button to upload any receipts/attachments. 
5. 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.
6. Repeat Steps 3-5 to add other expenses for this expense request/report.
7. Ensure the correct Approver is selected, and click Submit.