1. Employee & claim period
2. Add an expense
Supporting document * — photo of invoice/bill, or PDF
Attach the invoice
JPEG / PNG / HEIC / PDF · photos are compressed automatically
3. Expense lines
4. Advance received
Total cash/advance already taken from the company for this claim.
Fuel paid directly on the company fuel card — tracked separately, not reimbursed as cash.
5. Claim summary
6. Claims register — your record of what you have filed
Claims appear here once you download the claim package. This register lives on this phone only.
Hand the CSV to Accounts, or open it on another device and use Load register file to merge it in.
7. Submit
Send to Accounts
The claim ZIP is saved to your downloads and your email app opens with the recipient and message ready.
Browsers cannot attach a file to an email automatically — no web page can do that. When your mail app
opens, attach the ZIP from downloads. On a phone the share sheet is offered first, which attaches it in one step.
The ZIP contains the expense report, the mileage log, every invoice image renamed to match its line number,
and a Documents index sheet. Email or upload the ZIP to Accounts — one file per claim period.
A draft is kept on this device automatically; nothing is uploaded anywhere.