How to submit a credit card claim
Once you have completed all the information required and attached all receipts, the claim can be submitted for approval.
- Navigate to the Pending Credit Card Items tab
- Select all transactions by clicking the tick box in the claim header or select individual transactions by clicking the tick box alongside the transaction
- Now click Submit
This will open the claim header, the Title has been pre-filled, but you can overtype this is you wish.
- Now click Submit again
Your credit card claim has now been sent to your approver.