Submit an Expense Claim
The following steps outline instructions to submit a purchase requisition in Unit4.
- Navigate to "My Employment" and click on "Expenses".
- In the expenses screen, click on "Expense Reimbursement".
- The following screen will open:
- 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.
- There are two ways to select the product you wish to purchase:
- 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
- Click on the "…" next to the "Product field" and click "Search" to show all products and click on the applicable one to select.
