Workzone: How to file expense claim requests

How to file expense claim requests in Workzone App as an Employee


If your employer has granted you the ability to submit expense requests you can access this feature of WorkZone in one of two ways.  

Go to expense claim tab in WorkZone

Add expense claim

Enter the details and save.

Add the details of the expense. This includes:

• Expense Date (this is the date the expense was incurred) 
• Expense Category
• Location
• Notes
• Amount
• Tax Code & Tax Rate (optional) 

Once the details of the claim have been saved you can also add an attachment if required.

You can add the attachment from an already stored photo from the gallery on your phone, a document from the saved files on your phone or you can take a photo using the camera on your phone. 
 
 

Once all the details are correct you can tap on Submit
 

Your expense request has been submitted to your manager/employer for approval!