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How to create and submit an expense claim on Cezanne Expenses

Learn how to create a claim, add details, and send it for approval

Before you start

  • Upload receipts by going to Expenses then My Receipts, and clicking + (optional but recommended)
  • Ensure your profile settings are complete (e.g. vehicle details if claiming mileage)

Steps to follow

Step 1: Create a new claim

You can create a claim in two ways:

Option 1 (from receipts):

  1. Go to View my receipts
  2. Select a receipt
  3. Select +Add to claim
  4. Click Create claim

Image si=hows how to add a claim from receipts section

Option 2 (manual):

  1. Go to My claims
  2. Click Add claim

Image shows how to add claim from my claims

Step 2: Complete the claim details

  1. Enter a title
  2. Add notes (optional)
  3. Review the claim details
  4. Click Save

Image shows how to enter claim details

💡Tip

Optional:

  • Set default settings (e.g. currency for overseas claims)

Step 3: Add expense items

  1. Click + Add item to the claim
  2. Enter the required details
  3. Click Save

Image shows how to add an item to a claim

Repeat these steps for all expenses.

Step 4: Submit the claim

  1. Click Submit (top right)
  2. Enter notes (optional)
  3. Click Submit again

Result

  • The claim is sent to the approver
  • The status changes to Submitted

Updating a submitted claim

  1. Open the claim
  2. Click Unsubmit
  3. Make changes
  4. Submit again

💡Tip

Need more help with expense claims? We’ve got answers in the following articles:

  • How to add expense items to a claim.
  • Expense claims overview.