Submit expense claims via the platform

Submit electronic expense claims via eConnect: cost lines, mileage reimbursement and tracking.

On the eConnect platform you can submit electronic expense claims. Expense claims are processed as e-invoices and automatically delivered to your connected accounting software, just like a regular purchase invoice.

The expense dashboard

When you open Expense claim in the side menu, you see the dashboard with a chart of your submitted claims and a Track & Trace overview. The Track & Trace shows the progress of each claim through the following statuses:

StatusMeaningDraftThe claim has been saved but not yet submittedOpenedThe claim has been submitted and viewedDownloadedThe claim has been downloaded by the recipient or accounting systemSavedThe claim has been saved in the receiving systemReceivedThe claim has been successfully processedPaidThe claim has been marked as paid

Via the sub-navigation you can filter by phase: Draft claim, New claim, Delivered, Opened, Approved and Rejected.

Submit an expense claim
Step 1: Open a new claim

Click New claim in the sub-navigation.

Step 2: Fill in the claim form

Fill in the claim form with the following details:

  • Claimant: your own name and details (automatically populated based on your account).
  • Organisation: the organisation you are submitting the claim for.
  • Cost lines: add one or more cost lines. Per line you enter: category, date, description and total amount (including VAT).
  • Mileage reimbursement: for travel expenses you can add a separate mileage line. Enter the distance in kilometres and the price per kilometre; the amount is calculated automatically.
  • Attachments: add receipts or other supporting documents as PDF or image.

Step 3: Submit the claim

After filling in the form, save the claim. You can choose to submit it immediately or save it as a draft for later.

Automatic numbering

Just like sales invoices, you can set up automatic numbering for expense claims. The system then automatically assigns a sequential number to each new claim. The configuration works the same way as for invoices, see Set up automatic invoice numbering.

Processing

Submitted expense claims are converted by the platform into an e-invoice and delivered to the organisation. If a software connection is active, the claim appears automatically in the accounting software.

For organisations that have set up an approval workflow, the claim goes through the approval process before it is processed.

Mobile expense claims

The eScanner App (which allowed you to register receipts and mileage via your mobile) has been discontinued. As an alternative, you can submit receipts by email via the Email Receiver. Take a photo of the receipt, send it as an attachment to your trusted sender email address, and the platform processes the document automatically.


Want to also send invoices via the platform? Read Create and send an invoice.

Submit an expense claim