Getting started with Cezanne Expenses for claimants
Learn how to submit and manage expenses in Cezanne Expenses, including uploading receipts, creating claims, recording mileage, managing company card transactions, and tracking approvals.
Cezanne Expenses makes it easy to create, submit, and track your expense claims in one place. Before getting started, your organisation may provide additional guidance on expense policies, categories, or approval processes.
Watch this video walkthrough for a step-by-step demonstration of the process:
Accessing expenses
When logged into your Cezanne account, open the Expenses widget from your dashboard to access the expenses platform. Have a look at navigating the expense area for a detailed overview.
Uploading receipts
There are several ways to add claims, but if you have receipts available, it is recommended that you upload these first.
How to upload a receipt:
- Open My Receipts
- Upload one or more receipts
- Once uploaded, select the receipt(s)
- Click Add to Claim
Where possible, the system will automatically scan the receipt and populate key information such as the amount, date and supplier details. You can then review and complete the remaining information.
Creating and managing claims
To keep claims organised, we recommend creating one claim per month and submitting it once all items have been added. Depending on your organisation’s setup, additional fields may also appear.
💡Tip
Have a look at how to create and submit an expense claim for a more detailed walkthrough.
Adding attendees to an expense
If you paid for other people, such as during a team lunch or client meeting, you can use the Attendees option to record everyone included in the expense.
Splitting expense items
The Split Items option can be used when a receipt contains multiple expenses that need to be separated into different categories or claim lines.
Recording mileage claims
When submitting mileage expenses, you will be asked to:
- Enter the start and end locations using the map;
- Allow the system to calculate the journey distance automatically.
Depending on your company configuration, you may also need to provide vehicle details.
Company credit card expenses
If you have a company credit card, transactions will appear in the Pending Credit Card Items section.
How to process pending credit card items:
- Select the relevant items
- Complete any missing information (such as Expense category and VAT details)
- Submit the items as part of a claim
Claim approval process
After submission, your claim will be sent to your approver for review.
If a claim or individual item is rejected:
- The claim status will display as Approver Rejected
- Any notes or comments from the approver will be visible in My Claims
You can then update the claim and resubmit it if needed.
💡Tip
Have a look at how to update a submitted claim for a more detailed explanation.
Using the Web Expenses app
You can create and manage claims using the web expenses app, allowing you to submit expenses wherever you are working.