Assure Expenses
Table of Contents
Table of Contents
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Home
Glossary
Assure Expenses
Getting Started
Login & Password FAQs
Log In With Single Sign-On (SSO) and Multi-Factor Authentication (MFA)
Quick Start Guide
Self Registration
Supported Browser Versions
Claim Process Diagram
Announcements - Feature Overview
Filter Search Results
General FAQs
Configuring My Account
Manage My Vehicles
Manage My Bank Accounts
Assign a Delegate
Manage My Holidays
Set Email Notifications
Create a Support Ticket
Contact Your Local Administrator
Claimants
Claiming Expenses
Add Expenses
Add Expense FAQs
Mileage FAQs
Create a Claim
Add an Expense
Create a Copy of an Expense
Add a Manual Address
Mileage Icons
Reconcile a Corporate Card Transaction
Add Expense - Costing Breakdown
Home to Office Mileage Deduction Examples
Receipts
Add a Receipt
Manage Receipts
Submit Expenses
Submit a Claim
Unsubmit a Claim
View Flag Information
Amend a Returned Expense
Delete a Current Claim
Change Your View
Claim History - Status List
Duty of Care
Add a Driving Licence
Add a Driving Licence - Photocard Licence Extension
Request a Driving Licence Review
Add Vehicle Documentation
Duty of Care - Claimant FAQs
Driver Check
Provide Consent for DVLA Checks
Driver Check - Claimant FAQs
Vehicle Check
Vehicle Check - Claimant FAQs
Insurance Check
Advances
Request an Advance
Approvers
Approve Expenses
Approve a Claim
Return an Expense
Amend an Employee's Previous Claim
Claim Viewer
Duty of Care
Review a Driving Licence
Review Vehicle Documentation
Advances
Advances - Feature Overview
Approve an Advance
Reporting
Reports - Feature Overview
Reports - User FAQs
Reports - Training Exercise Guide
Create a Report Category
Create a Report
Create a Report Chart
Run a Report
Temporary Report Changes
Export a Report
Schedule a Report
Manage My Schedules
Create Copies of Existing Reports
Create a Static Column
Create a Calculated Column
Criteria Definitions
Aggregate Functions
Wildcard Characters
Common Report Examples
Administrators
Admin Quick Start Guide
Setting Up Your System
General Options
General Options - General Details
General Options - Employees
General Options - Addresses & Distances
General Options - Duty of Care
General Options - Session Timeout
General Options - Self Registration
General Options - Declaration
General Options - Other Preferences
General Options - Email Options
General Options - Main Administrator
General Options - NHS Options
General Options - Delegates
General Options - Password Settings
General Options - Regional Settings
General Options - Code Allocation
General Options - Field Settings
Costing Breakdown
Costing Breakdown - Feature Overview
Manage Cost Codes
Manage Project Codes
Manage Departments
Manage Filter Rules
Manage Countries
Currencies - Feature Overview
Manage Currencies
P11D Categories - Feature Overview
Manage P11D Categories
Manage Reasons
Manage Addresses
Address+ Service Level Options
Set the Financial Year
IP Address Filtering
Configure Employees
Add an Employee
Add an Access Role to an Employee
Add a Signoff Group to an Employee
Add Item Roles to an Employee
Set Up Notifications for an Employee
Configure Costing Breakdown for an Employee
Add a Line Manager to an Employee
Add an ESR Assignment to an Employee
Manage Employee Bank Accounts
Add Home & Work Addresses
Archive Employees
Unlock an Employee
Terminate an Employee
Delete an Employee
Bank Accounts - Feature Overview
Starting Mileage
Employees - Admin FAQs
Vehicles
Vehicles - Feature Overview
Vehicles - Admin FAQs
Add a Claimant's Vehicle
Activate a Vehicle
Manage Vehicle Journey Rate Categories
Manage Vehicle Engine Types
Add a Pool Vehicle
Permissions
Access Roles - Feature Overview
Manage Access Roles
Assign an Access Role for Duty of Care
Delegates - Feature Overview
Configure Advances Access
Enforce Your Expenses Policy
Expense Items
VAT
Basic Principles of VAT
Configure VAT on an Expense Item
How VAT is Calculated
Enable VAT Allocation for Fuel Receipts
Requirements for a VAT Invoice
Allocate Mileage VAT to a Fuel Receipt
Create an Expense Category
Create an Expense Item
Create a Split Expense Item
Delete an Expense Item
Configure Home to Office Mileage Calculations
Configure Heavy Bulky Goods Allowance
Excess Mileage - Feature Overview
Configure Fixed Excess Mileage
Configure Fixed Mileage Deduction
Configure Excess Mileage
Allowances - Feature Overview
Create an Allowance
Junior Doctors Rotational Mileage
Fuel Card Mileage - Feature Overview
Configure Fuel Card Mileage
Item Roles
Item Roles - Feature Overview
Manage Item Roles
Flags
Flags - Feature Overview
Create a Flag Rule
Duty of Care
Duty of Care - Feature Overview
Duty of Care - Administrator FAQs
Driver Check - Feature Overview
Driver Check - Administrator FAQs
Vehicle Check - Feature Overview
Vehicle Check - Administrator FAQs
Insurance Check - Feature Overview
Insurance Check - Administrator FAQs
Duty of Care/Driver & Vehicle Check - Process Diagram
Employee Benefits
Employee Benefits - Feature Overview
Manage your Company Policy
Approval Process
Signoff Groups - Feature Overview
Configure a Signoff Group
Edit an Active Signoff Group
Holidays - Feature Overview
Configure Holiday Routing
Add a Team
Manage Authoriser Levels
Manage Approval Matrices
Manage Budget Holders
Redirect Claims - Feature Overview
Redirect Claims to a New Approver
Imports/Exports
Corporate Cards
Corporate Cards - Feature Overview
Add a Corporate Card Provider
Import a Corporate Card Statement
Match a Corporate Card to an Employee
View Corporate Card Transactions
Automatic Corporate Card Import - Process Diagram
Automatic Corporate Card Import Logs
ESR
ESR Admin FAQs
ESR Outbound Interface Version 2 - Feature Overview
ESR Inbound - Feature Overview
ESR Inbound - Process Diagram
Configure NHS Trust Details
Map an Expense Item to an ESR Payment Element
NHS Trust Element Mapping
Set the ESR Inbound Rounding Method
View Import History
Create an Import template
Manage Financial Exports
Use the Import Data Wizard
Notifications
Remind Claimants to Submit Claim
Remind Approvers of Pending Claims
Edit a System Email Template
Create a Broadcast Message
Add a Broadcast Message to a System Email Template
Create a Custom Email Template
Branding
Branding - Feature Overview
Change Your Colour Scheme
Help & Support
How to Create a Support Administrator
Manage an Internal Support Ticket
Add Help & Support Information
Manage Knowledge Articles
Other
Audit Log - Feature Overview
Manage the Audit Log
Single Sign-On (SSO)
Single Sign-On (SSO) - Feature Overview
Configure Single Sign-On (SSO)
Enable Single Sign-On (SSO) and Multi-Factor Authentication (MFA)
Create a User Defined Field
Change the Default View
Add an Attachment Type
API Documentation
Assure Expenses Mobile App
Overview of Assure Expenses Mobile
Getting Started
Mobile - Download Assure Expenses Mobile
Mobile - Supported Devices & Versions
Mobile - Quick Start Guides
Mobile - Sign In
Mobile - Sign Out
Mobile - Configure Quick Sign-In
Mobile - View My Claimable Items
Mobile - View My Company Policy
Credentials
Mobile - Forgotten Details
Mobile - Change My Password
Configuring My Account
Mobile - Change My Details
Mobile - Manage My Vehicles
Mobile - Manage My Advances
Mobile - Manage My Bank Accounts
Mobile - Manage My Holidays
Mobile - Enable Email-In
Claiming Expenses
Adding Expenses
Mobile - Share to Receipt Wallet
Mobile - Create a Claim
Mobile - Add a Receipt to Receipt Wallet
Mobile - Add an Expense
Mobile - Reconcile a Corporate Card Transaction
Mobile - Submit a Claim
Mobile - Record a Journey Using GPS Mileage
Mobile - Edit a Journey Recorded by GPS Mileage
Mobile - Use Email-in to Add a Receipt to Receipt Wallet
Mobile - Manage My Receipt Wallet
Claim Management
Mobile - Manage My Claims
Mobile - Manage My Expense Receipts
Mobile - Delete Expenses from a Claim
Mobile - View a Submitted Claim
Mobile - View an Approved Claim
Mobile - View Flag Information on an Expense
Mobile - View My Validation Results
Approving Expenses
Mobile - Check an Expense Claim
Mobile - Assign a Claim
Mobile - View a Claimant's Validation Results
Using Delegates
Mobile - Sign in as a Delegate
Feature Overviews
Mobile - Share To Feature Overview
Mobile - Receipt Scan Feature Overview
Mobile - Email-in Feature Overview
FAQs
Mobile - Share To FAQs
Mobile - User FAQs
Mobile - Admin FAQs
Mobile - Receipt Scan FAQs
Mobile - Email-in FAQs
Common Errors
Mobile - Troubleshooting Common Errors
Feedback
Assure Expenses Expedite
General
Assure Expenses Expedite - Feature Overview
Assure Expenses Expedite - FAQs
Assure Expenses Expedite - Example Receipt Types
Assure Expenses Expedite - General Options
Scan
Scan
Validate
Assure Expenses Expedite - Edit a Failed Validation Item
Validation Results - Claimant
Validation Results - Approvers
Expedite VAT Validation Matrix
Expedite Validation Checks
Webinars
Webinar - Admin Settings Training
Webinar - NHS Driver Compliance Pack Training
Webinar - Reports - Basic Training
Webinar - Reports - Advanced Training
Webinar - Security Training
Webinar - Duty of Care
Product Updates
What's New in Assure Expenses
2024 - New and Updated Features
September 2024 | Duty of Care Documents Enhancements | Email Address Enhancements
August 2024 | Duty of Care Improvements | Driver Licence Logging and Tracing
July 2024 | Expenses Rebrand | Mobile App Rebrand | Accessibility Improvements
April 2024 | 'Filter Rules' Changes and Improvements
March 2024 | Mobile App 'Current Claims' and 'Select Expense' Improvements
February 2024 | NHS Databases Grid Enhancements | Security Improvements | Mobile App GPS Mileage and Reset Password Enhancements
January 2024 | Signoff Group Enhancement
2023 - New and Updated Features
Assure Expenses Release Notes
2024 - Product Updates
Release Notes - 10 December 2024
Release Notes - 14 November 2024
Release Notes - 22 October 2024
Release Notes - 19 September 2024
Release Notes - 12 September 2024
Release Notes - 05 September 2024
Release Notes - 12 August 2024
Release Notes - 08 August 2024
Release Notes - 25 July 2024
Release Notes - 09 July 2024
Release Notes - 11 June 2024
Release Notes - 13 May 2024
Release Notes - 02 May 2024
Release Notes - 18 April 2024
Release Notes - 11 April 2024
Release Notes - 28 March 2024
Release Notes - 19 March 2024
Release Notes - 14 March 2024
Release Notes - 29 February 2024
Release Notes - 15 February 2024
Release Notes - 09 January 2024
2023 - Product Updates
Release Notes - 07 December 2023
Release Notes - 07 November 2023
Release Notes - 05 October 2023
Release Notes - 02 October 2023
Release Notes - 25 September 2023
Release Notes - 21 August 2023
Release Notes - 07 August 2023
Release Notes - 25 July 2023
Release Notes - 04 July 2023
Release Notes - 18 May 2023
Release Notes - 20 April 2023
Release Notes - 30 March 2023
Release Notes - 09 March 2023
Release Notes - 23 February 2023
Release Notes - 10 February 2023
Release Notes - 06 February 2023
2022 - Product Updates
Release Notes - 24 November 2022
Release Notes - 03 November 2022
Release Notes - 12 October 2022
Release Notes - 23 September 2022
Release Notes - 07 September 2022
Release Notes - 18 August 2022
Release Notes - 27 July 2022
Release Notes - 11 July 2022
Release Notes - 09 June 2022
Release Notes - 24 February 2022
Release Notes - 12 January 2022
2021 - Product Updates
Release Notes - 18 June 2021
Release Notes - 17 June 2021
Release Notes - 25 May 2021
Release Notes - 11 May 2021
Release Notes - 27 April 2021
Release Notes - 15 March 2021
Release Notes - 28 January 2021
Release Notes - 29 September 2021
Release Notes - 09 December 2021
2020 - Product Updates
Release Notes - 18 December 2020
Release Notes - 17 December 2020
Release Notes - 09 December 2020
Release Notes - 19 November 2020
Release Notes - 28 October 2020
Release Notes - 24October 2020
Release Notes - 22 October 2020
Release Notes - 02 October 2020
Release Notes - 24 September 2020
Release Notes - 11 September 2020
Release Notes - 27 August 2020
Release Notes - 18 August 2020
Release Notes - 17 August 2020
Release Notes - 16 July 2020
Release Notes - 22 June 2020
Release Notes - 12 June 2020
Release Notes - 04 June 2020
Release Notes - 28 May 2020
Release Notes - 21 May 2020
Release Notes - 07 May 2020
Release Notes - 09 April 2020
Release Notes - 26 March 2020
Release Notes - 12 March 2020
Release Notes - 28 February 2020
Release Notes - 27 February 2020
Release Notes - 13 February 2020
Release Notes - 16 January 2020
2019 - Product Updates
December - (15/12/19)
December - (10/12/19)
December - (03/12/19)
November - (29/11/19)
November - (21/11/19)
November - (07/11/19)
October - (10/10/19)
September - (26/09/19)
September - (05/09/19)
August - (29/08/19)
August - (15/08/19)
August - (08/08/19)
August - (01/08/19)
July - (18/07/19)
July - (04/07/19)
June - (27/06/19)
June - (20/06/19)
June - (06/06/19)
May - (29/05/19)
May - (09/05/19)
April - (25/04/19)
April - (11/04/19)
March - (28/03/19)
March - (14/03/19)
February - (28/02/19)
February - (19/02/19)
February - (15/02/19)
February - (14/02/19)
January - (30/01/19)
January - (17/01/19)
January - (02/01/19)
2018 - Product Updates
December - (19/12/18)
December - (06/12/18)
December - (05/12/18)
November - (23/11/18)
November - (21/11/18)
November - (09/11/18)
November - (07/11/18)
October - (24/10/18)
October - (12/10/18)
October - (10/10/18)
September - (18/09/18)
September - (14/09/18)
August - (29/08/18)
August - (13/08/18)
August - (11/08/18)
July - (14/07/18)
July - (04/07/18)
July - (03/07/18)
June - (13/06/18)
June - (07/06/18)
May - (23/05/18)
May - (18/05/18)
May - (12/05/18)
April - (23/04/18)
April - (19/04/18)
April - (16/04/18)
April - (14/04/18)
March - (23/03/18)
March - (21/03/18)
March - (10/03/18)
February - (10/02/18)
January - (13/01/18)
Assure Expenses Mobile Release Notes
2024 - Mobile Product Updates
July - (25/07/2024)
July - (11/07/2024)
May - (15/05/2024)
March - (21/03/2024)
February - (05/02/2024)
2023 - Mobile Product Updates
November - (01/11/2023)
March - (14/03/2023)
February - (06/02/2023)
2022 - Mobile Product Updates
October- (12/10/2022)
August - (17/08/2022)
August - (02/08/2022)
July - (27/07/2022)
June - (09/06/2022)
2021 - Mobile Product Updates
February - (05/02/21)
2020 - Mobile Product Updates
September - (01/09/20)
July - (24/07/20)
June - (12/06/20)
May - (29/05/20)
May - (15/05/20)
February - (21/02/20)
2019 - Mobile Product Updates
December - (18/12/19)
December - (06/12/19)
November - (25/11/19)
October - (30/10/19)
October - (25/10/19)
October - (08/10/19)
August - (30/08/19)
August - (16/08/19)
July - (18/07/19)
May - (24/05/19)
March - (25/03/19)
March - (20/03/19)
February - (04/02/19)
2018 - Mobile Product Updates
September - (06/09/18)
July - (25/17/18)
May - (24/05/18)
GreenLight
Create a Custom GreenLight Menu
Create a GreenLight
GreenLight - Mapping a Form based on the Value of an Attribute
Add GreenLight Support Information
Home
Assure Expenses
Administrators
Articles
Admin Quick Start Guide
This quick start menu provides an introduction and useful tips to administrators who are just getting started with Assure Expenses.
Setting Up Your System
(31)
General Options
(16)
Costing Breakdown
(5)
Manage Countries
Currencies - Feature Overview
Manage Currencies
P11D Categories - Feature Overview
Manage P11D Categories
Manage Reasons
Manage Addresses
Address+ Service Level Options
Set the Financial Year
IP Address Filtering
Configure Employees
(17)
Add an Employee
Add an Access Role to an Employee
Add a Signoff Group to an Employee
Add Item Roles to an Employee
Set Up Notifications for an Employee
Configure Costing Breakdown for an Employee
Add a Line Manager to an Employee
Add an ESR Assignment to an Employee
Manage Employee Bank Accounts
Add Home & Work Addresses
Archive Employees
Unlock an Employee
Terminate an Employee
Delete an Employee
Bank Accounts - Feature Overview
Starting Mileage
Employees - Admin FAQs
Vehicles
(7)
Vehicles - Feature Overview
Vehicles - Admin FAQs
Add a Claimant's Vehicle
Activate a Vehicle
Manage Vehicle Journey Rate Categories
Manage Vehicle Engine Types
Add a Pool Vehicle
Permissions
(5)
Access Roles - Feature Overview
Manage Access Roles
Assign an Access Role for Duty of Care
Delegates - Feature Overview
Configure Advances Access
Enforce Your Expenses Policy
(36)
Expense Items
(21)
Item Roles
(2)
Flags
(2)
Duty of Care
(9)
Employee Benefits
(1)
Manage your Company Policy
Approval Process
(11)
Signoff Groups - Feature Overview
Configure a Signoff Group
Edit an Active Signoff Group
Holidays - Feature Overview
Configure Holiday Routing
Add a Team
Manage Authoriser Levels
Manage Approval Matrices
Manage Budget Holders
Redirect Claims - Feature Overview
Redirect Claims to a New Approver
Imports/Exports
(19)
Corporate Cards
(7)
ESR
(10)
Manage Financial Exports
Use the Import Data Wizard
Notifications
(6)
Remind Claimants to Submit Claim
Remind Approvers of Pending Claims
Edit a System Email Template
Create a Broadcast Message
Add a Broadcast Message to a System Email Template
Create a Custom Email Template
Branding
(2)
Branding - Feature Overview
Change Your Colour Scheme
Help & Support
(4)
How to Create a Support Administrator
Manage an Internal Support Ticket
Add Help & Support Information
Manage Knowledge Articles
Other
(9)
Single Sign-On (SSO)
(3)
Audit Log - Feature Overview
Manage the Audit Log
Create a User Defined Field
Change the Default View
Add an Attachment Type
API Documentation