how can I/employee file a new expense?
File an Expense.
On mobile app
As an employee, you may make certain expenses on behalf of the company and need to file an expense report so that you can claim your money back from the company.
Here in this section, we will discuss how you can file an expense on both the browser and the mobile application.
Make sure that you have a scanned copy of any document that you need to attach with your expense claim. This step is easier when filing through the mobile application since you can simply upload a photo of the document.
You need to select the expense module in the App launcher to open the list of expenses filed by you. In this window, you will see a + button to file a new expense claim. After clicking on the + button you will navigate to Add Expense Claim window
In order to claim an expense, you need to provide a description for that expense, date, and category of that expense. basically categories of expenses defined by your company. you need to select the type category(For ex: if you choose Travel as a category then there are many types for traveling like a cab, bus, train or your own vehicle etc..), you need enter the amount and valid comments. Emplify provides a nice feature to upload documents as a proof for your expenses.you can view/attach a document by clicking on file symbol.
You can file multiple expenses at a time by clicking on More Expenses button.
As a web application, Emplify provides a feature to file an expense using the mobile app. Attaching a file is easier in the mobile app, you need to take a Photo shot of document and upload.
When you login into a mobile app, you will find a section called expenses. By clicking on the + button you will file an expense by providing description, date, type of expense, amount, comments and you can attach a file or take a photo of document and upload.
Finally, click on the claim button to submit the expense to your superior.