Understand finances

Build an expense claim from receipts

Group receipts or invoices into a claim and track its status in PaperPilot.

2 min read

Create a claim

  1. Open Paperwork tools and choose Expense claims.
  2. Choose New claim and enter a name you will recognize.
  3. Add the existing receipts or invoices that belong to the claim.
  4. Review the documents, then update the claim status or notes as needed.