Guides › Claims

Sending a claim

A claim is one email: your business mileage for the period, your expenses, the total, and the receipt images attached.

Set it up once

1. Settings, then Send claims to. The address that reimburses you. This is per account, so it is yours and nobody else's.
2. Settings, then Reporting period. Choose the window you actually claim over: daily, weekly, every two weeks, twice monthly, monthly, quarterly or yearly.
3. Send automatically, if you would rather not have to remember.

Changing your claim period changes nothing that is already recorded. Trips and receipts keep their dates and keep whether they have been claimed. Only which of them fall inside "this period" moves.

Automatic sending

The claim goes out from 6am on the morning after your period ends. Settings shows the exact date of the next one, so a quiet Monday is a fact rather than a worry.

Sending it yourself

The Report tab sends the period you are looking at, whenever you want. You can step back through previous periods with the arrows.

If any of that period has already been claimed, the button becomes Resend. That sends a copy: it says so in the subject, it marks nothing as newly submitted, and nobody gets paid twice for it.

Checking one arrived

Settings, then Sent claims, lists every claim this account has emailed and what happened to it. Each row is honest about how much its status is worth, because "opened" is an inference rather than a receipt, and chasing a payment on the strength of a misread status wastes your morning.

Looking at a claim before it goes

Report has a View claim report option that renders exactly what your accounts team will see, including periods you have already sent. Worth doing once, early, so you know what you are asking someone to approve.