Follow the steps below to submit an expense request:   

1. Log into the Mesh platform. 

2. Click on the + icon and then on the 'Request reimbursement' link.

3. Select 'Out of Pocket' or 'Milage' as your expense type. 

3.1 To submit a Mileage expense:

• Upload a relevant receipt if available/relevant.
• Calculate the distance automatically using the 'Find route on map'.
• Select a rate.
• Input the miles driven if you did not use the distance calculator.
• Select a date
• For non-reimbursable expenses, mark the reimbursement accordingly
• Click 'Next' and skip to step 4

Note: Non-reimbursable expenses are items or services purchased that will not be reimbursed due to non-compliance with policies or procedures. For example, if your company pays the merchant directly and you submit a reimbursement mark it as Non-reimbursable. 

3.2 To submit an 'Out of Pocket' expense:

• Upload a receipt and allow the Mesh OCR to detect the Merchant, date, amount, and currency then click 'Next'. Add missing or correct information if relevant
• If applicable, select 'No receipt?', specify the reason for the missing receipt, and manually add the Merchant, date, amount, and currency.
• For non-reimbursable expenses, mark the reimbursement accordingly
• Click 'Next'

4. Assign the expense to one of the presented budgets. If you do not see any budget and or do not want to assign it to an existing budget please select the 'Other' option. 

5. To properly code the expense:

• Select a 'Spend Category'
• Type a Memo
• Select values for the 'Additional Information' section (if presented with those options)
• Click on 'Submit'

Note: If your Mesh Administrator enabled the 'Add attendees' option, you can specify the people to share the submitted expense and add their names in case of external attendees. 

6. Once submitted, you can track the status of your reimbursement under Reimbursements' if you are a user with an Employee profile or under 'My Reimbursements' within 'Transactions' if you are a power user.  

Your reimbursement request is subject to an expense approval flow defined for your company. To see the users involved in the process click on a request and expand the 'Approval flow' section. 

Notes:

• Once an expense is submitted, the requested amount cannot be changed. Users can cancel the request and submit a new one with the correct amount.
• It is possible to add multiple receipts to an expense. Submit the first receipt and then add moe documents from the expense modal. 
• It is also possible to submit a reimbursement request from the trip dashboard. 
• Power users can submit expenses on behalf of other users.
• Administrators can assign 'T&E Delegate' permissions to users, enabling them to submit reimbursement requests on behalf of others.
• Use the in-app messaging to converse with the relevant approvers. You can use mentions (@name) to help draw the user's attention.