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
- 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 an 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.
Delete 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 that you wish to delete.
- At the bottom of the claim, tap the Delete claim button.
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