Travel Expenses

Travel expenses let you submit work-related costs for review when your organization enables this workflow. Claims may include mileage, meals, lodging, transit, or other categories configured by your admins.

Before You Submit

• Confirm the expense is related to work.
• Add the correct date, amount, category, and description.
• Attach receipt evidence if your organization requires it.
• Check whether the expense belongs to a project, customer, or cost center.

Submit a Claim

1. Open Travel Expenses from the app navigation.
2. Select New expense or the equivalent create action.
3. Enter the expense details.
4. Attach receipt evidence when required.
5. Submit the claim for review.

Track Review

After submission, check My Requests for the current approval status. If a manager opens approvals from the Travel Expenses page, the approval inbox can be filtered to travel expense requests.

Corrections

If a claim needs changes, open the request details, review the manager note, and submit the corrected information. Do not create a duplicate claim unless your organization asks you to.