You can use the claim submission feature on the Swag app to send through a claim 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 a claim and cancel a submission that is no longer required.
Helpful Hint
If claims management is one of your most commonly-used features, then this will appear on the Swag home screen as a shortcut for easy access.
Important
Please note that claims are referred to as expenses in the Swag app.
Add a claim
- Log in to the Swag app.
- Tap on the Work icon.
- Tap on Add and check your claims on the Work home screen.
- Tap on the plus icon in the top right-hand corner of the screen.
- Fill in the following fields:
- claim date
- claim category (e.g. reimbursement, new claim etc)
- Location
- Notes
- $ Amount
- Tax code (then tax rate)
- Attachment of your tax invoice or receipt.
- Tap Submit.
Edit a claim
- Log in to the Swag app.
- Tap on the Work icon.
- Tap on Add and check your claims on the Work home screen.
- Tap on the claim you wish to edit.
- Edit your required details in the following fields:
- claim date
- claim category (e.g. reimbursement, new claim, etc)
- Location
- Notes
- $ Amount
- Tax code (then tax rate)
- Attachment of your tax invoice or receipt.
- Tap Submit.
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