How do I create an expense claim?

Modified on Thu, 24 Jul at 10:39 AM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


Yuki has developed an electronic form in which you as a user can fill in and declare all the small expenses that you have paid privately. You can use that form for different purposes:

  • You don't want to upload all the small receipts but collect everything to save costs and time (scan).
  • As an employee you want to have the opportunity to submit your expenses electronically.


Only employees and users with the 'Management' role can complete this expense claim


Only users with the 'Management' role can send the expense claims so that, if used, it ends up in the payment list (Payment functionality).


An expense form can be created from different places in Yuki:

  • In the navigation bar, click on the PO Box icon and then in the now-opened screen, click on Expense claim
  • Hover your mouse over the HR icon in the navigation bar and then click on Expenses claim.


The following screen is opened:



For a detailed description of entering the expense claim, see article Create electronic expense claim.


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