How to make expense claims on D365

Claims can be made and submitted on D365 using Modules -> Expense Management -> My Expenses -> Expense Reports

1. Select New expense report:
   
2. On the right pop up window, select the location:
   
3. You may leave “Map to travel requisition blank” if there isn’t any.

4. When filling in the financial dimensions, please follow the table below:

**This is a general guideline to filling in the financial dimensions. Different departments may have additional requirements/specifications for financial dimensions. If in doubt, check with Finance Department for the appropriate financial dimensions to choose.

Example Screenshot below:

5. Click “OK” at the bottom right once filled in:
   
6. On the next screen, click “Go to”, the “Details” on the top left:
   
   
   This changes the view to a detailed view:
   
7. To create an expense claim, click on “New Expense”
   (To claim multiple items within one Expense Report, repeat steps 8 to 12.):
   
   
   
   
8. Fill in the “Expense category” (For VEP claims, please choose ”Factory OPE-Petrol/Parking/ERP”)
   In this example, we are claiming expenses for IT equipment, hence we choose “Computer Related Costs”:
   
9. Fill in all other related information:
   Mandatory: Transaction date, Transaction amount
   “Merchant” and “Receipt number” and “Additional information” (description) to be filled if available
   
10. Next, attach a receipt by clicking this icon at the top right corner of the page:
    
11. On the side bar pop up, click on browse to locate your receipt. It can be a picture or a pdf. Be sure to change the Document Type (File/Picture) accordingly:
    
    
    

Click “Upload” once done. The file should appear next to the relevant claim:

12. Once you are done filling in the claims, click on “Workflow”, then “Submit” at the top:
    
13. At this point, once the Expense Report is accepted, your claims will be processed.