ccMonet Help Center
Purchases & Expenses

Manage my expenses and claims

Your personal hub — upload expenses, group unclaimed ones into a claim, track your claims and recover deleted expenses.

My Expenses / My Claims is your personal space for the expenses you incur and the reimbursement claims you make. You upload receipts, group the unclaimed ones into a claim, and track where each claim stands — with a KPI summary across the top.

Open it from the left sidebar under Finance → My Expenses.

Find your way around

The page has segmented tabs:

  • Expenses — your expenses, filtered by Unclaimed, Claimed or All.
  • My Claims — the claims you've created and their status.
  • Recycle Bin — expenses you've deleted, which you can restore.

Upload a personal expense

Add the receipt

On the Expenses tab, upload your expense receipt. AI reads it just like a bill and creates the expense.

Check the details

Open the expense to correct anything and make sure the amount and date are right.

The My Expenses page with the KPI summary and the Unclaimed, Claimed and My Claims tabs
Your personal expenses hub.

Group expenses into a claim

Select unclaimed expenses

On Unclaimed, select the expenses you want to be reimbursed for.

Create a claim

Choose Create Claim to group them and submit for reimbursement. The expenses move to Claimed.

See Create and submit an expense claim for the claim approval flow.

Track your claims

The My Claims tab shows each claim you've submitted and where it is — awaiting approval, approved, paid — so you can see when to expect reimbursement.

Recover a deleted expense

Deleted an expense by accident? Open the Recycle Bin, find it, and restore it back to your expenses.

Troubleshooting