How to View/Add/Amend Expenses Claims

This article provides information on viewing, adding and amending your payment and benefits information within the Ceri self-service system

 

Adding an Expenses Claim

  • To add an Expense claim click on the Add Claim button
  • You are now presented with a new window which requires you to complete the following:

    • Start Date: Start date should be the first date of the month your claiming for or the date of commencement if you started your employment within the claim month
    • Job Title: Select the relevant job title from the dropdown that the claim relates to
    • Claim Template: Select Expenses Claim from the drop down list
      • Once fields are completed click on New
    • The Expenses claim form will now be presented for completion
    • Follow on screen guidance on how to complete each page on the claim

Note: Only one claim should be submitted per calendar month and each claim should only contain dates within that month

Saving an Expenses Claim

An Expenses claim form can be saved without submitting

  • Click Save draft – At any point during the claim month
  • The claim will then remain in a Provisional state and can be accessed again to amend/add additional rows to the claim prior to submission.

Submitting an Expenses Claim

To submit an expense claim form you will require to:

  • Click Submit within the claim form
  • You will get prompted to enter your password – this will be the same as your Ceri password
  • Your Expenses claim form should now be in the ‘Awaiting Authorisation’ status ready to be ‘Authorised’ and emails will be generated to both manager and employee
  • Expenses receipts must be uploaded to Ceri

    • After submission of the Expenses claim form Click on the blue paperclip on the relevant card.
    • Name the expense receipt and give a meaningful name to include the date
    • Click Browse
    • Go to file location
    • Select the saved document and click Add

Note: Expenses claim receipts can be added after the form has been authorised

Amending a Submitted Expenses Claim

Once a mileage claim has been submitted and is still in ‘Awaiting Authorisation’ Status it is still possible to amend the claim

  • Click on the relevant Expenses Claim
  • Click Cancel
  • The Expenses Claim will now revert back to ‘Provisional’ status and emails will be generated to manager and employee
  • Click on the relevant Expenses Claim once more and amend
  • Click Submit
  • The Expenses Claim once more will go back to ‘Awaiting Authorisation’ status

Searching for an Expenses Claim

To search for authorised Expenses Claims:

  • Click the Magnifying glass next to Add Claim
  • Click on Search to retrieve all claims or select a date range to bring back specific claims
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