Before you start
Prerequisites and permissions
Have ready
- An active Field Worker membership in the selected business.
Access rules
- A worker sees only their own claims and authorised evidence.
Where to find it
Navigation map
- Claims
- My Expense Claims
Walkthrough
Step by step
- 01
Save a complete private draft
Enter the claimed amount, currency, date, purpose and related work where available. Keep original evidence until the save is confirmed.
- 02
Attach the intended evidence
Review each private attachment and remove the wrong file before submission.
- 03
Submit once
Check the current version and submit for review. A submitted claim is no longer an editable draft unless an authorised correction path returns it.
Troubleshooting
If something does not look right
The claim cannot be submitted.
Review required fields, attachment status and the current draft version. Reload after a conflict instead of creating a duplicate claim.
Keep going