Creating a claim
To watch a video about this, click here.
Click on Create a new claim
On the next screen add in your Purpose of claim and Claim type if needed.
Click Add a claim line once this information is populated.
Receipts can also be uploaded whilst creating a claim, to upload a receipt whilst creating the claim you can click the upload button as indicated in the below screenshot.
The Amount ,Date and Account type can also be entered whilst uploading the receipt and this value is then stored on the receipt. To enter these values click the pencil icon after uploading the receipt to be taken to the below screen.
After the receipts have been uploaded you can then select any of these receipts to put against a claim line.
Select the + icon on the receipt to put this receipt against a claim line, it will automatically pick up the date of the receipt which you entered earlier, this can also be amended.
Once the receipt is used and stored against a claim line, it will disappear from the ReceiptStash.
The Category can now be selected that you are claiming against.
This is selected from the list as shown below as the categories are grouped into sub-categories and you can also perform a search function on the category list to quickly locate a category to claim against.
Once you have selected the category, it will automatically pick up the total amount you entered on the receipt earlier.
If the incorrect amount was entered when uploading the receipt the amount can also be edited.
Check that the claim line has the correct information populated, enter a Description for the claim line, the account that this was paid from and any coding and then click Save