Navigate to Expenses from the left navigation bar. Click on Expense Groups.

Click the + Add Expense Group button located on the right side of the page.

Enter the following details:

- Expense Group Name: Give your expense group a descriptive name (e.g., "Delhi Business Trip" or "Q4 Client Meetings")

- Description: Optionally add a brief description explaining the purpose of this expense group

- From Date and To Date: Select the date range during which these expenses were incurred

Click Create to create your expense group.

After creation, you'll be automatically redirected to the expense group details page.

Once you've created your expense group, you can add expenses to it in two ways:

If you've already created individual expense claims but haven't submitted them yet, you can add them to your expense group:

Click the Add Expenses button. In the drawer that opens, you'll see two tabs. Stay on the Add Unassigned expense tab.

You'll see a list of all your expenses that haven't been assigned to any expense group yet. Select the checkboxes next to the expenses you want to add to this expense group.

Click the Assign Selected Expenses button.

The selected expenses will now appear under your expense group.

To create new expenses directly within the expense group:

Click the Add Expenses button. Switch to the Add New Expense tab.

Fill in the expense details:

- Expense Type: Select the type of expense (e.g., Travel, Food, Accommodation)

- Expense Date: Select the date when the expense was incurred

- Amount: Enter the declared amount

- Receipt: Upload the receipt by dragging and dropping the file or clicking Select a file from your device

- Merchant Name (optional): Enter the merchant or vendor name

- Reference Number (optional): Enter any reference or invoice number

- Description (optional): Add additional details about the expense

Click Submit to create and automatically assign the expense to your group.

Repeat this process for each additional expense you want to add.

Before submitting, review all expenses in your expense group:

You'll see a table displaying all expenses with the following information:

- Expense Date: When each expense was incurred

- Expense Type: The category of each expense

- Amount: The declared amount for each expense

- Receipt: A preview or link to view the uploaded receipt

If you need to remove any expense from the group, select the checkbox next to that expense and click Unassign Expenses.

Verify that all expense details are correct and all required receipts are uploaded.

Note: You can only submit an expense group when it has at least one expense assigned to it.

Once you're satisfied with all the expenses in your group:

Click the Submit Expense Group button.

A dialog box will appear where you can optionally add a note for your approver (maximum 300 characters).

Click Add note and Submit if you've added a note, or Submit without note to submit directly.

You'll see a confirmation message indicating that your expense group has been successfully submitted for approval.

The status of your expense group will change from Draft to Pending.

After submission, your expense group will be sent for approval based on your company's workflow settings.

To track the status of your submitted expense group:

- Go to Expenses > Expense Groups

- You'll see the status of each expense group (Draft, Pending, Approved, or Rejected)

- You can also view your request status by navigating to Requests > All Requests and scrolling down to view your own requests

- Draft Status: Expense groups remain in Draft status until you click the Submit button. You can continue adding or removing expenses while the group is in Draft status.

- Cannot Modify After Submission: Once an expense group is submitted, you cannot add, remove, or modify expenses within it.

- Reimbursable vs Non-Reimbursable: The system automatically calculates total reimbursable amounts based on the expense types configured by your admin.

- Travel Advance Adjustment: If you've received a travel advance for the trip, it will be automatically adjusted against the approved reimbursement amount.

- Bulk Submission: Using expense groups is more efficient than submitting individual expense claims one by one, especially when you have multiple expenses from the same event or time period.

- This button only appears when the expense group is in Draft status and you are the owner of the expense group.

- Only expenses that haven't been assigned to any expense group or submitted individually will appear in the unassigned expenses list.

- Ensure the expenses were created for the same employee account.

- Once submitted, you cannot cancel or modify the expense group. You'll need to contact your approver to reject it if changes are needed, then create a new expense group with the correct information.