Steps
Open the Shifts screen
Go to Shifts from the main navigation.
In the left panel select Booked/Worked.
2. Filter to find the shift (recommended):
Date range
Job type
Region
Add filter (for additional options)
3. Open the shift details
Find the relevant shift and click the shift date (it’s a hyperlink) to open the details page.
4. Add a new expense
On the right side, locate Pending Payment / Approved Payments.
Click Add Expense.
In the pop-up, choose an Expense Type (e.g., Public Transport).
Enter the Amount.
(Optional) Upload a receipt and add Notes.
Click Save New Expense.
5. Approve the expense
The expense appears under Pending Payment.
Click Approve (or Approve all) to move it to Approved Payments.
Tips
Use Date range and locum Name/Email filters first to quickly find historical shifts.
Add clear Notes for audit purposes.
After approval, the expense will be processed according to your organisation’s payment process.
Troubleshooting
Can’t find the shift: Review the filters applied on the Booked/Worked section.
“Add Expense” not visible: Make sure you have permission to add expenses.
Need help? Click the chat button in the bottom-right corner of the screen to message our support team.