To add a new expense claim, log in to the Staff Database and press Claim Expense(s) on the dashboard.
Add in the line items of your claim. For each item you need to complete each box including the relevant claim code. If unsure, ask finance@safefamilies.uk
You need to press Update after each set of changes. You can add as many items as needed to a claim. You'll start with 5 rows and this will increase in multiples of 5 but there's no overall limit. Once you press Update any extra rows needed will appear.
Below the line items there is a space for supporting documents. Here you should upload any receipts/invoices to support the claim. You can upload multiple documents, one at a time, but we recommend using PDF Split and Merge (https://pdfsam.org/pdfsam-basic/) to combine multiple PDF documents into one and then uploading that document.
To upload a document, click the green folder icon, select the file and then press the blue Upload Document button.
Once there's at least one item added and at least one supporting document, the Submit button will appear. Press this to send the claim for approval.