📊 How to Check Your Expense History 📊
Hey there! In this guide, we’re going over how to check and manage your expense history. Let’s make sure you’re on top of all your claims!
Step-by-Step Guide
1️⃣ Go to My Expenses
- Start by clicking on the hamburger menu.
- Navigate to My Expenses, and you’ll see a full list of your expense history.
2️⃣ Review Your Expenses
- Scroll through to view each expense claim. Here’s what you’ll see:
- Approval Status: Check if a claim is approved, declined, or pending.
- Shift & Job Info: View details like the shift date, job name, and location.
- Claim Details: Look for specifics like claim ID, expense category, and the estimated pay date.
3️⃣ Access Additional Details
- Click on an expense for more insights about that claim.
- Use the eye icon to view any uploaded documents, and download them if needed for personal records.
4️⃣ Search for Specific Claims
- Use the magnifying glass icon to search by job name or location and find specific expenses quickly.
Pro Tips 💡
- Resubmit Declined Claims: If a claim is declined, you can resubmit it directly from this section.
- Download Records: Keep a digital backup by downloading documents related to your expenses.
- Track Approval & Payment Dates: Easily stay updated on when claims are approved or processed for payment.
And that’s it! You’re all set to stay on top of your expenses like a pro! 💼