MyExpenses

MyExpenses

Powerful Mobile Expense Management​

MyExpenses

MyExpenses is a cloud-based electronic staff expense solution, allowing claimants to enter their expenses using web or mobile apps, submit and have them sent to the correct person for authorisation and payment.

Who are you?

Setting up MyExpenses

Getting Started As A Claimant

User profiles Accessing MyExpenses Changing your password Adding your vehicle with DVLA checks Entering your bank details Daily digest email reminders Adding a delegate Updating your home/work address Changing your authorising manager Expense Claims Creating a new claim Adding receipts

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Getting Started As A Manager

Authorisation How to authorise new claimants How to authorise a claim Claim authorisation and workflow rules Reports Manager Reports 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 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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Dashboard / Welcome screen

https://vimeo.com/348550857After logging in, the Dashboard will show the ‘My Expense Claims’ area. From here, you can view: Your expense claims, categorised by the stage they are at Files & Receipts Claims waiting to be authorised (managers) Claims waiting to be

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