Start a new expense claim


If you don’t have a current claim in progress then you can start a new one.  You can only have one current claim at a time.  

  1. On the Expenses tab, tap Add Expense or tap the + button.

Add a new expense to your claim


You can add as many expenses as you want to each claim.

  1. On the Expenses tab, tap + Add.

  2. Fill in the details of the expense - all information is required unless marked as ‘optional’ and you may have to add a receipt image for some expense types.

  3. Save the expense or, if you want to create another expense starting with the same details you can Save & copy.

Add a foreign currency expense


  1. On the Expenses tab, select Add Expense.
  2. Once you’ve entered the Expense Type you’ll see the Currency field - you can change from GBP Pound Sterling to the currency you paid in.
  3. Select Currency as Expense Type, and choose your 'other' currency.
  4. Enter the Amount of the currency you paid in, and enter the Exchange Rate (to and Metis will convert to the correct amount in GBP.). Or you can enter how much you paid in the purchase currency and the amount that translated to in Pounds (on your Card statement) and Metis will calculate the exchange rate.
  5. Save the expense or, if you want to create another expense starting with the same details you can Save & copy.
 

Add a mileage expense


  1. On the Expenses tab, select Add Expense.
  2. Enter where you travelled From and To, the Distance in miles and select the Mileage Rate - the amount due is automatically calculated
  3. Save the expense or, if you want to create another expense starting with the same details you can Save & copy.

Change your payment method


TIP - This is only applicable if you have more than one payment type set up on your profile. This can only be done on Metis on the web.


    1. In the Add new expense screen, select Payment Method.

    2. Choose your preferred payment method for this expense item.


Edit an expense in your claim

 

  1. Find the expense you want to make changes to in the list and either tap on the expense or swipe left and tap edit 

  2. Make your changes - don’t forget to save them!  


Copy an expense in your claim


  1. Find the expense you want to copy in the list and either tap on the expense or swipe left and tap Copy. 
  2. This creates a copy of the expense with all the same details so you can change the bits you want. Don’t forget to save!


Delete an expense in your claim


  1. Swipe left on the expense you wish to delete and tap the Delete.
  2. You’ll be asked to confirm the action - tap on Delete to confirm.

Submit your claim

  1. On your Current Claim page, select Submit Claim.
  2. You will then see Claim Submitted.


TIP - Using the Metis Mobile App you can create, edit and submit your current claim only. If you want to check the approval status of previous expense claims, you need to do this via Metis on the web.

Didn't find what you need in this article? You can submit a support ticket or send an email to [email protected].