Evo Navigator is the home screen you see when you log in to Access Evo. Quick Actions are shortcuts on Evo Navigator that each open a short form for a common task, so you don't need to open another part of the system.
You can use the Submit Expense quick action to group several expenses into one report, upload your receipts and send the report for approval.
Have your receipts ready to upload in .jpeg, .jpg, .png or .pdf format, along with the amount, date and currency of each expense. You can save a report with only the mandatory fields and come back to add more details or receipts. The report stays Open until you click Submit report.
Show Submit Expense on Evo Navigator
Submit Expense doesn't appear on Evo Navigator until you add it. You can add it from Quick Actions Preferences:
Click Quick Actions Preferences in the Quick Actions area of Evo Navigator.
Enter Submit Expense in the Search bar, or select PeopleHR in the product filter.
Select Submit Expense to add it to your Quick Actions.
Create a report
Start by creating a report to hold your expenses. Watch the video or follow the steps below:
Click Submit Expense in the Quick Actions area.
Click Create a new report.
Enter the report details in the fields below.
Click Save.
To carry on with a report you haven't submitted, select it under Select an open report instead. If you don't have any, this area shows 'No open reports found. Create a new one above.'
Report field | Required | Details |
Report name | Yes | A clear name your manager will recognise, such as September Client Visits. Up to 100 characters. |
Currency | Yes | The currency for the report. |
Date | Yes | The report date, in dd/mm/yyyy format. |
Taxable | No | Turn this on if the expenses are taxable. It starts off. Turning it on shows the Tax code field, where you select a value. |
Add expenses
You can add as many expenses as you need to the report:
Click + Add expense.
Enter the details of the expense in the fields below.
Click Save.
Add each expense the same way. You can also click Save on the report to come back to it later.
Expense field | Required | Details |
Documents | No | Receipts or supporting documents in .jpeg, .jpg, .png or .pdf format. Images can be up to 10 megabytes (MB) and PDF files up to 1 MB. You can add up to 50 files to each expense and 75 to each report. |
Title | Yes | A short description, such as Taxi to airport. Up to 100 characters. |
Mileage Expense | No | Turn this on for a mileage claim to show the mileage fields. |
Amount | Yes | The amount you spent, such as 24.50. |
Date | Yes | The date you spent the money, in dd/mm/yyyy format. |
Merchant | No | The shop or supplier you paid. |
Taxable | No | Turn this on if this expense is taxable. |
Reimburse | No | Turn this on if your employer pays this expense back to you. |
Billable | No | Turn this on if your organisation bills this expense to a client. |
Client | No | The client the expense relates to. |
Category | No | The expense category, such as Travel, Meals or Accommodation. |
Tags | No | Labels that help sort the expense. |
Comments | No | Any other notes about the expense. |
Submit the report
When you've added all your expenses, send the report for approval:
⚠️ Important: You can't edit a report after you submit it until your manager returns it to you. Check every expense first.
Click Submit report.
These buttons sit at the bottom of the report:
Button | What it does |
Save | Saves the report without submitting it. You can find it later under Select an open report. |
Submit report | Sends the report for approval. |
Cancel | Closes the form without saving your changes. |
If your organisation has an approval process, your approver receives a notification to review the report. If it doesn't, Evo Navigator approves the report automatically.