You can use the Expense submission feature on the Swag app to send through an expense request for approval, with the ability to specify the date it occurred, the amount, the tax code and location. You can also use this feature to edit an expense claim and cancel a submission that is no longer required.
Helpful Hint
If expense management is one of your most commonly-used features, then this will appear on the Swag home screen as a shortcut for easy access.
Add an expense claim
- Open the Swag app.
- Tap on the Work icon.
- From the Work home view, scroll the top menu to the left until you see Expense.
- Tap on Expense along the top bar of the Work home screen.
- From the Expense view, you can create a new claim by pressing the Expense Claim button.
- Next, add a description for the new claim.
- Tap + Add Expense. You will need to enter the following details for your claim:
- Expense date.
- Expense Category (E.g. reimbursement, new expense, etc).
- Location.
- Notes.
- $ Amount.
- Tax Code. (then Tax Rate)
- Tap Submit.
- You can then also choose to add any attachment necessary. Tap Add attachment.
- Select a file or photo.
- Tap Submit.
Important
If you are a HR and payroll user, once the expense claim has been approved it will sync to payroll where it will be included in your pay run. The option to manually mark an expense as paid is still available
Edit an expense claim
- Open the Swag app.
- Tap on the Work icon.
- Tap on Expense along the top bar of the Work home screen.
- Select the claim you wish to edit.
- Tap the line item.
- This will open the claim details. Edit any that you wish to:
- Expense date.
- Expense Category (E.g. reimbursement, new expense etc).
- Location.
- Notes.
- $ Amount.
- Tax Code. (then Tax Rate)
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