To create a batch expense claim:
Click Payroll and then Expense Claims.
Click Add Batch and enter the title of the batch in the Description field.
Select a section and, optionally, a subsection.
Select the payroll, year and period you need to create the batch for.
Click Add to create the batch.
Click Add Employee, search for and select an employee, then click Add Employee.
Add as many employees as needed, then click Add for each employee to create their claim.
Fill in the details of each claim, such as the date, description, expense type and value.
Leave the Cost Code field blank.
Click Save on each claim once the details have been entered.
Click Submit, select the correct approver and click Submit.
⚠️ Important: If you have added an employee to the batch but did not configure their claim, the message 'No expenses added' will be displayed in red. Submitting a batch with blank claims will result in errors when exporting to Payroll.