Steps
Locate the expense
Go to Payments (top-right).
Use filters to narrow results:
Date
Add filter for more options
Approve expenses
Once the expense has been identified, click the Shift Date (hyperlink) to open details.
Choose an action:
Approve an individual expense
Approve All to approve everything shown
Edit Shift to update shift details
Approved items move to Approved Payments automatically.
Add a new expense
Click Add Expense (green).
In Add a New Expense:
Select Expense Type (e.g., Public Transpot)
Free text in or utilise the arrows to populate the Amount & VAT% (Optional).
(Optional) Attach receipt
3. Edit Notes if needed.
4. Click Save New Expense (green).
Tips
Use Approve All to process multiple expenses quickly.
Double-check claims and receipts before approving.
Troubleshooting
Can’t find Expense: Expenses will only appear in the Pending Payments section once the associated shift has been completed.
Save New Expense is disabled: Select an Expense Type and complete required fields.
Need help? Click the chat button in the bottom‑right corner of the screen to message our support team.