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Submitting Expense Claims

Use Expenses to submit and track reimbursement claims.

Create a claim manually​

  1. Open Expenses and select New claim.
  2. Choose the claim type and, when relevant, a cost centre.
  3. Enter the expense date, merchant, amount, currency, and description.
  4. Attach a receipt or other supporting document when required.
  5. Save the claim.

The selected claim type explains whether a receipt is mandatory. Available types, currencies, and cost centres are configured by your workspace.

Create a claim with AI​

If you have access to extraction, select Create with AI and upload a receipt or expense document. WORKloom proposes values from the document. Review every field and correct anything necessary before creating the claim.

AI extraction is an input aid, not an approval. The normal claim workflow still applies.

Track or update a claim​

The Expenses page shows the status of each claim. A draft or returned claim can be edited and resubmitted. When an approver returns a claim, read their note, make the requested changes, and save it again.

Typical statuses include pending approval, approved, returned, rejected, paid, and cancelled.

Attachments​

Supporting files remain linked to the claim so approvers and payment managers can review them. Do not include unrelated sensitive information in a receipt upload.