To request expenses in Workcloud you will follow the steps below.
*This is available to employees of the company using the “Using expense reporting”.
How to use
Display after approval
How to use
① Click on EMPLOYEES [Expense reports].
② Click on “Expenses” tab.
③ Click on “add item.”
④ Register the expense.
Set the date you paid this expense in the “Spent on” field.
Select the “Expense category” for this expense. (The name of the “Expense category” will vary depending on the company settings.)
Enter the amount to be paid.
Other entry fields will be displayed differently depending on the “Expense category” selected.
If you have attached files such as receipts, click “Choose file” to upload them.
If you select a file in a format that cannot be uploaded, the message shown above will be displayed.
⑤ Click on “Save” (or “Save & continue” if you have more than one).
⑥ The confirmation screen for the expenses you are requesting will appear.
After confirming, click on “(request approval)”.
*The example above shows that after “Save & continue” in ⑤, the second one was entered and then “Save” was clicked.
⑦ Read the message and click on “Yes”.
The message “Your expense report has been submitted for approval.” will appear at the top of the screen.
⑧ You see “Pending.”
Your supervisor will receive your request for approval.
Click on “All reports.”
You will see it in the “Submitted reports”.
Display after approval
After your supervisor's approval, you see it in the “Approved reports”.
■Supervisor: Approved Expenses manager or Admin: Unverified
The “Verified on” will be displayed as "Needs verification.
■Supervisor and Expenses manager (or Admin): Verified
Paid on: Not set
The “Verified on” reflects the date on which the expense manager (or admin) verified it.
Since the payroll month (or payment date) for it has not been set, the “Paid on” is displayed as “Not set.”
■Supervisor and Expenses manager (or Admin): Verified
Paid on: Set
The “Paid on” will be the date of the payroll month set by the expense manager (or admin), or the payment date will be reflected.
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