At InvestorKit, All expense claims must be approved by managers before they can be processed for reimbursement. It's essential to follow these guidelines:
- Receipts must be clear, legible, and show the complete transaction details including date, amount, and vendor name
- Digital copies of receipts must be properly uploaded - blurry or partial images will be rejected
- Each expense claim should include only business-related expenses
- Claims without proper documentation or receipts will be returned for correction
Once submitted, managers will review the expense claim and either approve it for processing or return it with comments if any information is missing or unclear.
Create & Submit and Expense Claim Process
You can also use Xero Me for iOS or Android to create your expense claims.