Last Updated On March 07, 2018
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How to apply for an expense?

It is super easy to report an expense in LunaHR. There are two ways to do this with the first being slightly quicker:

Reporting an expense using the dashboard (quickest)

  1. Navigate to the dashboard page
  2. Click report an expense in the top right-hand corner under the navigation bar
  3. Click ‘Add New Expense’
  4. Select your expense category
  5. Fill in the information, upload a receipt if possible
  6. Click save expense
  7. If you want to add another expense, follow the same process from point 4. If not, click send for approval

Reporting an expense in My Expenses

  1. In the sidebar click ‘Expense’
  2. Navigate to ‘My Expenses’
  3. Click report an expense in the top right-hand corner under the navigation bar
  4. Click ‘Add New Expense’
  5. Select your expense category
  6. Fill in the information, upload a receipt if possible
  7. Click save expense
  8. If you want to add another expense, follow the same process from point 4. If not, click send for approval

Please note the following:

  • Expense categories are defined by your administrator. If your expense category does not represent your expense, please contact your administrator, they can add an expense category
  • Submitted expenses will be sent for approval and potentially authorisation also (if this option is enabled). Your approved expenses will go to a payer for payment
  • You will receive system and email notifications informing you of the status of your expense application
  • Please see ‘How do I check my expense approver’ if you want to follow up