Expense claims: paying your team back

For staff

1. Go to Purchases → Expense claims and click New claim.
2. Add each cost with its receipt, category and tax.
3. Click Submit for approval.

If it's sent back, you'll see the note on the claim and the bell will remind you. Fix it and submit again.

For managers

Owners, admins and accountants see claims under the Waiting for approval filter, and the bell shows a count. Open a claim and choose Approve claim or Send back with a note.

Approved claims add up under Approved, waiting to be paid back. Once you've sent the money (by e-Transfer or with payroll), click Reimburse and record the payment.