Log into Webexpenses at division level with an accounts user profile Navigate to Accounts Integration in the main menu Click Integrations Transfer Ensure that NetSuite Connection is selected from the Integration drop-down menu Select Not Transferred from the Transfer Status drop-down menu Enter the Start Date and the End Date of the period you […]

  Click Integrations Now click Xero Ensure that the Transfer Status is set to Not Transferred Enter the Start Date and the End Date of the period you wish to retrieve processed claims for Click View Claims Claims that have been approved for payment between these dates will now be listed Click Transfer to Xero […]

  Select the claim item or items that you want to return to the claimant Now click Actions at the top of the screen Click Reject in the menu Click OK to confirm the reject Enter the reason why the claim item is being returned, and the action required by the claimant Click the Reject button […]

  Select the claim item or items that you want to return to the claimant Now click Actions at the top of the screen Click Reject in the menu Click OK to confirm the reject Enter the reason why the claim item is being returned, and the action required by the claimant Click the Reject […]

  Click on Claims to Process All claims that have been approved and are waiting to be processed, will be listed Click on the claim Title to open the claim Claim items will be listed.

  Click the claim item to view the details All the details of the claim item are now visible Click to view Attached Receipts Move the mouse over the warning sign to view any out of policy notes Move the mouse over the receipt icon to view the receipt and the claim detail together Click […]

  Click the claim item to the view the details All the details of the claim item are now visible Click to view Attached Receipts Move the mouse over the warning sign to view any out of policy notes Move the mouse over the receipt icon to view the receipt and the claim detail together […]

  In the main menu, click Claims to Approve You can now see all claims that are waiting to be approved by yourself Click on the claim Title to open the claim Any notes that have been added, will be shown in the claim header These are all the claim items that make up the […]