Before you start
Access is permissions-based. If you can’t manage payments, ask a Company Admin.
Open the shift
Go to Shifts from the main navigation.
2. Select Booked/Worked.
3. Filter by Date Range, Region, Job Type (or use + Add Filter) to find the shift.
4. Click the shift date to open Shift Details.
Approve a pending expense
On the right side, locate Pending Payments.
2. Click Approve to approve a single item or Approve All to approve everything pending for that shift.
Approved items move to Approved Payments.
Add a new expense
In the Payments section, click Add Expense.
In the modal:
Choose Expense Type (e.g., Mileage, Public Transport).
Enter the Amount and any required details (receipt/notes).
Click Save New Expense (green).
3. The expense appears under Pending Payments—approve it using the steps above.
Tips
Use Approve All to process multiple small items quickly after checking details.
Mileage auto-calculates from locum-to-store distance at your company’s set rate—verify before approving.
Add concise notes/receipts to speed up payroll processing.
Troubleshooting
Approve/Approve All disabled: No items are pending or you lack permission.
Save New Expense disabled: Select an Expense Type and enter a valid Amount.
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.