How to add an expense claim via Work HR

You can use the claim submission feature on the Swag app to send through an 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 expenses are referred to as claims in the Swag app.

Add a claim
  1. Log in to the Swag app. 
  2. Tap on the Work icon.
  3. Tap on Add and check your claims on the Work home screen.
    Screenshot of work home screen with the Add and check your expense claims icon highlighted
  4. Tap on the plus icon in the top right-hand corner of the screen.
    Screenshot of work home screen with the Add and check your expense claims icon highlighted
  5. 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.
  6. Tap Submit.

    Screenshot of work home screen with the Add and check your expense claims icon highlighted
Edit an claim
  1. Log in to the Swag app. 
  2. Tap on the Work icon.
  3. Tap on Add and check your claims on the Work home screen.
    Screenshot of work home screen with the Add and check your expense claims icon highlighted
  4. Tap on the claim you wish to edit.
    Screenshot of expenses section displaying where to tap on your desired claim to edit it
  5. 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.
  6. Tap Submit.
    Screenshot of work home screen with the Add and check your expense claims icon highlighted
Delete a claim
  1. Log in to the Swag app. 
  2. Tap on the Work icon.
  3. Tap on Add and check your claims on the Work home screen.
    Screenshot of work home screen with the Add and check your expense claims icon highlighted
  4. Tap on the claim that you wish to delete.
    Screenshot of expenses section displaying where to tap on your desired claim to edit it
  5. At the bottom of the claim, tap the Delete claim button.
    Screenshot of expenses section displaying where to tap on your desired claim to edit it

    Screenshot of expenses section displaying where to tap on your desired claim to edit it

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