To request reimbursement for an expense:
- Go to the Expenses section in the left-hand menu.
- Click the “Claim Expense” icon at the top-right of the screen.
- Enter the name for the expense report.
Once you've generated the expense report, you can start adding individual expenses to it. In Niural, expenses represent specific transactions or detailed receipts, and a report combines these expenses. Remember, each expense is submitted within the framework of a report to streamline the process.
Here’s how to log individual expenses into the report:
- Click “+ Add Expenses” and fill in the details:
- Currency
- Reimbursement amount
- Transaction date
- Payment title and description
- Upload a photo (PDF, JPG, or PNG) of the receipt.
- Click "Add expense."
- Once you’ve entered all the individual expenses into the report, select “Send for Approval.”
After your employer completes the payroll process, the reimbursed amount will appear as a distinct line on your paystub, marked as a one-time reimbursement.
For additional expenses, simply repeat the process. You can add as many items as necessary within an expense report. Your expenses awaiting review, those approved, rejected, or already paid, will be visible in their respective tabs on your Expenses homepage.