Expense claims workflow

Updated in June-2023

Expense claim is when employees submit a formal request for reimbursement of expenses they incurred during business-related activities. They provide documentation like receipts or invoices to support their reimbursement claims. The expenses should be directly related to their work and follow company policies. After reviewing and approving the claim, the employees are reimbursed for the eligible expenses.

Here is a video for you to gain a clear understanding:

The following action points will help you understand the Expense claims workflow better:

1. Admin creates a claims batch.

2. Admin assigns claims reviewer.

3. Employees apply an expense claim.

4. Admin verifies advance claims.

5. Admin reviews employee's expense claim requests or Manager reviews team members' expense claim requests.

6. Admin creates claim on behalf of an employee. (optional)

Other related links:

• View and download employee's reimbursement payslip

• View and download employee's reimbursement statement

• Track employee's workflow applications

• Monitor employees’ workflow requests

Was this article helpful?

More resources:

▶ Video - Watch our how-to videos to learn more about greytHR.

❓ FAQs - Solve your queries using FAQs.

📢 Product Update - Read about the product updates.