Welcome to the Claims module, the latest feature in Talenox designed to make managing expenses easier for everyone.
With Claims, employees can now upload their receipts directly from their desktop and submit their expense claims via Talenox. This makes it super easy for everyone to keep track of their expenses.
This 6-part walkthrough will guide you on the following:
Part 6 - How to Add a New Expense? (Employee)
You are currently at Part 6 of this 6-part guide - showing you how to add a new expense as an Employee. 😄
Please note that this is a beta version of the Claims module, so you might
encounter some bugs and errors.
If you do, feel free to reach out to us at support@talenox.com.
As an employee, you will first need to add a new expense before submitting claims.
Here are the steps:
1. Click on My Expenses item in the drop-down list.
2. Click on Add Expense button.
3. Ensure that you complete each field in this page.
NOTE: Under Your Claim section, please ensure that your HR has created the Expense Policy first before you can submit.
4. Attach / upload a receipt to complete the expense process before submitting it.
5. Once the expense claim is submitted successfully, there will be a Pending status displayed (along with timestamp).
6. You can edit the expense claim, as long as it's still in Pending status.
7. You are able to track the status of your expense claim in the My Expenses dashboard.
