Favourite expense claims (for frequenty adding the same expense claim)

Favourite expense claims (for frequenty adding the same expense claim)

In the 'Favorites' menu section, you'll find an overview of the expense claims you've marked as favorites. Favorited expense claims can be useful when you need to submit the same expenses multiple times. If this overview is empty, it means you haven't added any favorites yet. You can add a new favorite by clicking 'Add' at the top of the overview. You can also save an expense claim as a favorite during the creation of an expense claim by clicking the star icon at the top right of the expense claim line.


Saving an expense claim line as a favorite

By selecting a created favorite from the overview and clicking 'Apply' at the top of the overview, you can immediately use this expense claim line. You can then choose to create a new expense claim using this line or add it to an existing one. You select 'Existing expense claim' if your organization prefers to bundle expense claims that fall within the same month into the same period. After making your choice, you can further complete the expense claim. Learn more about creating an expense claim here.

The star icon next to a specific field can be used to set a default value for that field. When the star icon is blue, the field will be filled with this value by default for new expense claims. Clicking on the star icon allows you to undo the default setting. You can also set default values in your profile settings.

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