Submitting Expense Claims

How to submit out-of-pocket expense claims, upload receipts, and track the approval flow.

【How to submit】

1.Dashboard → Expenses → New Claim
2.Select expense category (transport, entertainment, supplies, etc.)
3.Enter amount, date, and purpose
4.Photograph and upload the receipt
5.Manager approves → accounting confirms → reimbursed via salary or separate transfer

【Receipt guidelines】

· Make sure date, amount, payee, and issuer are all visible

· AI-OCR auto-reads the amount and date — verify and correct if needed

【Approval flow】

Claims above a certain threshold (configured by company) require two-level approval.

【Tracking status】

Dashboard → Expenses → My Claims: see the status of each (Pending / Approved / Reimbursed).

예시

Submit ¥3,000 gift expense for client visit → reimbursed with next month's payroll

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Expense Approval Flow Configuration (Admin)

Set up expense approval routes by amount, category, or department.

Using Receipt OCR for Faster Expense Claims

Photograph a receipt with your phone; AI auto-fills the amount, date, and category.

Business Trip Request & Travel Expense Claim

The full workflow from pre-trip approval through post-trip expense reimbursement.

Remote Work Application and Approval

How to apply for remote work and get approvals in WorkVell.

Expense Claims: Submitting Receipts and Approval

How to submit expense claims with receipts and manage approvals in WorkVell.

Expense Approval Flow Configuration (Admin)

Set up expense approval routes by amount, category, or department.

Remote Work Application and Approval

How to apply for remote work and get approvals in WorkVell.

Using Receipt OCR for Faster Expense Claims

Photograph a receipt with your phone; AI auto-fills the amount, date, and category.

Business Travel Application and Expense Settlement

How to apply for business trips and settle travel expenses in WorkVell.

Setting Up Expense Claim Approval Workflows

How to configure expense claim approval workflows with amount-based conditions.