How To Claim Expenses

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So now you need to claim your expenses in Agresso and cannot remember how to even start it!

No worries. Check the tips below:

Select the Expenses Menu



Select "Expenses" again.

1st Tab: "General"

If the claim is saved as Draft status it will not go on the workflow for approval. So before submitting your claim for approval, change it to "Ready".

"Travel Type": Choose from the drop-down menu. If you don’t have an option or something is 
missing, please let the Agresso team know and they will update your profile. 

"Purpose": You have to specify the type of claim and the time it relates to.

"Comment": This section is a free text where you can add a comment if you want to. 

2nd tab: "Expenses"

"Expense Type": From the Drop Down select the type of expense. 

"Date": Enter the date in which the expense item actually incurred. 

"Description": This is where you put the details of your expense claim and the business reason for it. 
Please make it as clear as possible. 

"Curr. amount": Put in the gross amount of the expense item.

Once you have added your first expense item. Click on "add item" again and add your next item to be 
claimed. You can add as many items as you want, just repeat the steps above.

3rd tab: "Summary"

Check what you have done until now and if the status is changed from Draft to Ready.
Once you press the button "Save" on the top Menu, Agresso will give you a transaction number for your expense claim. 

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