If you are having trouble submitting your claim?
Check out the following troubleshooting tips below:
Have you attached receipts to all your claim items when the category selected requires one? |
Ensure you receipts are uploaded and attached to the correct claim item where required. Click the receipt icon to open your My Receipts area. Drag and drop the receipt on to the claim item. |
Have you completed all the fields in the top section of the claim? |
Ensure that all the fields in the top section of the claim have been completed as these are mandatory fields. |
Does the category you have selected, require you to add attendees? |
Some categories, for example, team events, client entertaining, may be flagged so that it is mandatory to add any additional attendees that you are claiming for. Add these in the last section of the claim item. |
Have you exceeded a spend limit on the category you have selected? |
Yes? Reduce the amount that you are claiming to under the spend limit. Now Save and re-submit. |
Are your approver details in the claim header?
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No? Click on the claim title to open it and then go to Actions and select Edit Claim Header. Claim still won't submit? Create a new claim header and then move your items into it. Click here to see how that's done. |
Are the spend categories populated? If a category you have used in your claim has since been de-activated or archived, it will have disappeared from your claim item(s). |
Check each claim item and ensure that a category is populated. |