July 2020

How does MyExpenses send data to our Finance system?

We are able to export the expense information to most finance systems. As every organisation has very specific needs and requirements for this sort of export, we provide a preparation service as part of the standard implementation. Inbound Interface Feed

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Creating a New Claim

From the Dashboard, click on Create a new claim On the next screen complete the Purpose of claim and then click Add a claim line. You can view/add receipts available to add to claim, or a new receipt can be uploaded whilst

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Authorising a claim There are other levels or authorisation, but this page looks at Manager level. Draft claims from your team will be assigned to you as their manager for authorisation. To start this process, navigate to the Authorise area from the

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How to Use Self Registration

When Self Registration is available to you, you will see “I am new and need an account” on the login screen of your site. Sometimes the fields available to fill in may look a little different, depending on your site

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Privacy Policy

Introduction We are committed to protecting your privacy and maintaining the security of any personal information received from you. We strictly adhere to the requirements of the GDPR legislation in the UK. We gather and use certain information about individuals

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Accessing MyExpenses

The system will run through your internet browser using the following address format: Either https://<sitename> Or https://<sitename> Enter your user name and password then click Sign In to log in to the system. Existing Users If you have forgotten your password select “I have forgotten

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MyExpenses setup checks

Once your site is setup to your specification, we recommend you input some test data, to ensure you are happy with the setup. When you have finished testing, we will clear down any data. To test the setup meets your

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Create a new account

From the Dashboard, click on the cog icon in the Accounts section, use the Create or edit account link to view a full list of accounts and add new ones. The main screen lists all accounts by claimant currently setup on

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How do I change my password?

Forgotten Password To change your password click on the I have forgotten my password link. This will ask for either your email address or your username depending on how you usually log into the system. Enter this information and click Reset Password. If

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