This is how you register an expense reimbursement in the self-service portal.
Remember that you can also register expense reimbursements in the DFØ app.
To register an expense reimbursement, click “Register an expense reimbursement” from the main menu.
Click “+ Create new” at the bottom of the left-hand pane.
Enter all obligatory information under “Step 1 – Purpose”.
If you need to change the cost allocation, click “Other”.
Click “Step 2” to continue.
Under “Step 2 – Expenses”, register any expenses and attachments.
Register an expense by clicking “+ Add new expense post”.
Select an expense type from the field “Type” and complete the remaining fields.
If you have used a credit card which has been linked to your DFØ account, you can upload transactions from your credit card by clicking the credit card icon.
Remember to check that the suggested expense type is correct. If it is incorrect, you can change it to an appropriate expense type.
If your employer is only reimbursing part of the amount, you can change the amount. You can only change the amount to a lower value.
Note that you can also add attachment under “Step 3”.
Finish by clicking ok in the bottom right corner.
Under “Step 3 – Attachments” you can add attachments. You will also see any attachments that you added under “Step 2”.
Click “Step 4” to continue.
Under “Step 4 – Comments” you can add a message to your approver/manager.
Click “Go to submission page”.
Review your registrations and make sure everything is correct. If you need to make changes, click “Edit”.
Click “Submit” in the bottom right corner.
To submit the expense reimbursement for approval, click “Submit”.
A confirmation will appear.
Your expense reimbursement can now be found in the overview in the left-hand pane under “Register an expense reimbursement”. Its status will be “Sent”.
If there are any errors, your expense reimbursement will be returned to you. You will see your expense reimbursement in your inbox.