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Expenses · 4 steps

Track your claims

See where each of your claims has got to, and fix and resubmit one that was returned to you.

1Open My Claims

Go to Expenses → My Claims. Each row shows the claim number, title, date, number of lines, the Reimbursable amount, the Total and its Status.

Scalar360 screen: Open My Claims
Numbered outlines show what to click, in order.

2Filter by status

Use the tabs — Draft, Submitted, Approved, Reimbursed or Returned — to see only claims at that stage. You can also search by title or claim number, or pick a date range.

Scalar360 screen: Filter by status
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3See why a claim was returned

Open a returned claim. The approver's reason appears at the top, and Activity lists everything that's happened to the claim so far.

Scalar360 screen: See why a claim was returned
Numbered outlines show what to click, in order.

4Fix it and send it back

Choose Edit to correct the claim — for example to attach the missing receipt — then choose Submit to send it again. It goes back through the approval chain from the start.

Scalar360 screen: Fix it and send it back
Numbered outlines show what to click, in order.
Submit an expense claim with receipts and GSTRecord what you spent — travel, hotels, meals, mileage — attach the receipts and send the claim for approval.Approve or return claimsReview the claims waiting for you, check the lines and receipts, then approve them or send them back with a reason.

Still stuck? Contact our support team — or start a free trial to try this in your own company.