Need More Help?

For IT support, visit the IT Service Centre or dial 55255 from a College phone.




You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

Submit an Expense Claim

The following steps outline instructions to submit a purchase requisition in Unit4.

  1. Navigate to "My Employment" and click on "Expenses"



  2. In the expenses screen, click on "Expense Reimbursement"



  3. The following screen will open: 



  4. Fill in the highlighted fields:
    • "Purpose" – this would be reason for the expense.
    • "Purchase request name" – this can be left blank, or you could name this purchase request for your own references later on.
    • "Message" – put any message that you would like to go to Purchaser or Approver.
    • "Delivery date" – put in the date that you wish to have the purchase delivered.
    • "Delivery to section" - specify the purchase details and delivery details.
    • Click on "Add product" to add the product line.

  5. There are two ways to select the product you wish to purchase: 
    1. Tap on the space bar after clicking into the "Product field" and start typing the product name, a drop-down list of all the products that contains the product name will be available for selection
    2. Click on the "…" next to the "Product field" and click "Search" to show all products and click on the applicable one to select.
  • No labels