Managing expense claims | EH Work

Add an expense claim

1. Open the EH Work app.

2. Tap on the Work icon.

3. From the Work home view, scroll the top menu to the left until you see Expense.

4. Tap on Expense along the top bar of the Work home screen.
   

5. From the Expense view, you can create a new claim by pressing the Expense Claim button.
   

6. Next, add a description for the new claim.
   

1. Tap + Add Expense. You will need to enter the following details for your claim:
   
   

   • Expense date.

   • Expense Category (E.g. reimbursement, new expense, etc).

   • Location.

   • Notes.

   • $ Amount.

   • Tax Code. (then Tax Rate)

8. Tap Submit.

9. You can then also choose to add any attachment necessary. Tap Add attachment.

10. Select a file or photo.

11. Tap Submit.
    

Edit an expense claim

1. Open the EH Work app.

2. Tap on the Work icon.

3. Tap on Expense along the top bar of the Work home screen.
   

4. Select the claim you wish to edit.
   

5. Tap the line item.
   

6. This will open the claim details. Edit any that you wish to:

• Expense date.

• Expense Category (E.g. reimbursement, new expense etc).

• Location.

• Notes.

• $ Amount.

• Tax Code. (then Tax Rate)

1. Tap Save.

2. Add or edit/remove any attachments. 

3. Tap Save.
   

Cancel an expense claim

1. Open the EH Work app.

2. Tap on the Work icon.

3. Tap on Expense along the top bar of the Work home screen.
   

4. You can only cancel pending claims. Select the claim you wish to cancel.

5. Tap on Cancel expense claim.
   

6. Confirm by tapping Yes, cancel expense claim.