Submitting expenses correctly ensures timely reimbursement for work-related costs, such as client meetings, travel, or office supplies.

Step-by-Step Guide

Step 1: Log Into the Expense Portal

1. Navigate to the Forge Marketing Expense Portal: [insert portal link]
2. Sign in using your Forge Marketing email and password.
3. Complete two-factor authentication if required.

Step 2: Create a New Expense Report

1. Click “New Expense Report” or “Submit Expenses”.
2. Enter basic details:
   1. Report Name (e.g., Client Meeting – AcmeCorp – Sept 2025)
   2. Date Range of expenses
   3. Project/Client Code if applicable

Step 3: Add Individual Expenses

1. Click “Add Expense”.
2. Fill in:
   1. Expense Type (Travel, Meals, Supplies, Other)
   2. Date of expense
   3. Amount
   4. Description / Notes
3. Upload receipts (photo or PDF).
4. Repeat for all expenses to be reimbursed in this report.

Step 4: Review and Submit

1. Double-check all entries for accuracy.
2. Ensure all receipts are attached.
3. Click “Submit for Approval”.
4. Your manager or finance team will receive a notification to review the report.

Step 5: Check Status

• Go to “My Expense Reports” to track:
  • Pending approval
  • Approved
  • Reimbursed
  • Denied (with notes explaining why)

Step 6: Best Practices

• Submit expenses as soon as possible after they occur.
• Keep receipts organised and legible.
• Include detailed descriptions for each expense.
• Ensure expenses comply with Forge Marketing’s reimbursement policy.