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
- Log in to the Swag app.
- Tap on the Work icon.
- Tap on Add and check your expense 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:
- Expense date
- Expense category (e.g. reimbursement, new expense etc)
- Location
- Notes
- $ Amount
- Tax code (then tax rate)
- Attachment of your tax invoice or receipt.
- Tap Submit.
Edit an expense claim
- Log in to the Swag app.
- Tap on the Work icon.
- Tap on Add and check your expense claims on the Work home screen.
- Tap on the claim you wish to edit.
- Edit your required details in the following fields:
- Expense date
- Expense category (e.g. reimbursement, new expense etc)
- Location
- Notes
- $ Amount
- Tax code (then tax rate)
- Attachment of your tax invoice or receipt.
- Tap Submit.
Delete an expense claim
- Log in to the Swag app.
- Tap on the Work icon.
- Tap on Add and check your expense claims on the Work home screen.
- Tap on the claim that you wish to delete.
- At the bottom of the claim, tap the Delete claim button.
Explore related titles
- How to add, view, and acknowledge certifications and HR documentation via Work HR This feature will cover the certifications and HR documentation features on the Swag app.
- Accessing HR and uploaded documents via Work HR This feature allows view and access the HR and uploaded documents your organisation has assigned to you.
Comments
Article is closed for comments.