Submitting Expense Claims

Last Updated: April 04, 2024

Overview:

Submitting expense claims has been made easy and fast with Omni HR. You don't have to worry about long forms and unnecessary information. We'll show you how it's done in this article.

Submitting expense claims:

• Go to Expenses > Submission
  
  

• In the page you'll be brought to, click Add Expense.
  
  

• In the pop-up that will appear, input the necessary details. The required details are Category, Amount, Merchant, Receipt Date, and Upload Receipts. Description is optional. 
  • You can submit as many receipts/documents as you want, provided that the maximum size of all combined is 5mb. 
  • The file formats also accepted are .doc, .docx, .pdf, .jpg, jpeg, .png, .bmp, and .xlsx.
    
    

• If you have multiple receipts and you want to submit in bulk, you can do this in 2 ways.
  • Save As Draft - In the pop-up, instead of clicking Submit, click Save As Draft, then submit a new one. Do this a couple of times, until you have drafted all your expense claims.
    
    

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  • Save and New - Another way is to click Save and New after filling up an expense claim. This way, you will automatically be redirected to a expense form to fill-up and the previous one will be saved as draft automatically.
    
    

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  • In both ways, after creating several drafts, you may tick the box next to them in the list, then click Submit. They will be submitted to the approvers in one go.
    
    

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