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Managing Expenses and Claims as an Assistant in Zevoy
Managing Expenses and Claims as an Assistant in Zevoy

A guide for assistants to efficiently handle expenses and claims for other users in My Zevoy.

Updated this week

If you have been assigned as an assistant in Zevoy, you can easily manage expenses and create claims on behalf of your assigned users through My Zevoy. Here’s how:

How to edit, add receipts, and submit expenses for your Assistee

  1. Log in to Zevoy here.

  2. Select the User
    From the header, click on the Viewing button and choose the user whose expenses you want to manage. This list serves as a to-do list, showing the number of pending expenses and rejected claims.

  3. Access the User’s Expenses Page
    After selecting the user, you will be redirected to their expenses page, where you can view their pending expenses.

  4. Edit and Add Receipts

    Open the specific expense you want to handle. Click Edit, then add a receipt and fill in any necessary expense details (e.g., category, VAT, etc.).

  5. Save and Submit

    When finished, click Save, preview the details, and then click Submit. The expense is now submitted for approval. If it is rejected by an admin, it will return to the pending list, where you can address it again.

How to create a claim for your assistee

  1. Log in to Zevoy here.

  2. Choose the Claim Type
    Go to either the Travel Claims or Expense Claims page, depending on the type of claim you are creating.

  3. Create the Claim

    Click Create New Claim. Complete all required details. If it’s an expense claim, remember to add a receipt.

  4. Save and Submit

    When done, click Save, preview the claim, and then click Submit. The claim is now sent for approval. If it is rejected, it will return to the pending list for further action.

Please note that managing expenses on behalf of other users is only available through the web platform and is not supported in the mobile app.

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