Emma Coope

Getting Started As A Manager

Authorisation How to authorise new claimants How to authorise a claim Reports Manager Reports Using Report Views Report Manager Click here for information about getting started as a claimant.

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Getting Started As An Admin

User settings Authorise new claimants Add a new claimant Adding a delegate Adding a proxy user Adding bank details Category options Add a new claim category Add claim category to a group of users Category group admin screen Entertainment category

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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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Authorising a claim

If you are managing other claimants, when you login to MyExpenses you will have an additional box on your Dashboard and side bar for claims requiring authorisation by you. There are other levels or authorisation, this page looks at Manager

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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”. Click that option to start your registration. Sometimes the fields to fill in may look a little different, as your administrator has some

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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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Create a finance interface (make payments)

From the Dashboard use the Make payments link to create a file for uploading into your finance system. Click the Create a new batch button to start off. Click the pencil next to a batch name to edit an existing batch.

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Authorise new claimants

Once claimants have created an account using self registration, for security reasons they need to be authorised so that the claimant can process any claims created. This is done by an Administrator of the system. To do this, use the User Profile link

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