SMM Centre Expense Portal - SharePoint Pilot

Submission status

Live connection information

Microsoft accountNot signed in

SharePoint siteNot connected

Expense listNot connected

Writable fieldsNot mapped

The requester is taken from Microsoft sign-in. Each expense line is stored with the same Claim ID so Finance can review the whole claim together.

New Centre Expense Claim

Complete the four boxes below from 1 to 4.

1

Claim details

Tell us which centre, when the claim is for, and who should approve it.

Company *

Type above to filter the company list.

Centre *

Type above to filter the centre list.

Claim date *

Requester

Direct Leader *

Names are loaded from SharePoint Approver Master.

Claim note

2

Expense items

Add one row for each expense. You can add or delete rows anytime.

Each row only needs Expense nature, Description and Amount.

#	Expense nature	Description	Amount (RM)	Action
Total			RM0.00

3

Supporting documents

Attach receipts or other supporting documents for the claim.

Files selected here will be attached directly to the first expense line of this claim in Centre Expense Test.

4

Declaration & submit

Confirm the information is true before sending the claim to Finance.

I hereby confirm that all details provided in this claim are accurate, the supporting documents submitted are true and genuine, and these expenses were incurred for business purposes.

This confirmation is required before the claim can be submitted.

Claim total

RM0.00

Status will be set automatically

My Claims

Only claims submitted by the signed-in Microsoft account are shown.

Claim ID	Date	Company	Centre	Direct Leader	Finance Verification Date	Approval Date	2nd Approval Date	PV Number	Payment Date	Lines	Total	Status	Action

0

Pending claims

0

Claims with exceptions

0

Approved

0

Returned

RM0.00

Visible amount

Finance Verification queue

Finance verifies the claim and supporting information before it is sent to the selected Director for approval.

Exceptions only

Claim ID	Company	Centre	Requester	Director	Lines	Total	Status	Exceptions

Selected claim

Verify all expense lines before Direct Leader approval.

Select a claim from the queue.

Direct Leader Approval queue

New claims awaiting Direct Leader approval. Legacy Finance-verified claims remain supported.

Claim ID	Company	Centre	Requester	Direct Leader	Lines	Total	Status

Selected claim

First approval after Finance verification. Level 1 claims continue to Second Approval; Level 2 approvers complete the approval here.

Select a Finance-verified claim from the queue.

Senior Leader Approval queue

Claims verified by Finance and awaiting one authorised senior leader.

Claim ID	Company	Centre	Requester	1st Approver	1st Approval Date	Total	Status

Selected claim

Any Return goes back to the requester. A revised claim restarts from Finance Verification.

Select a claim from the queue.

Payment Processing

Finance records the PV Number and Payment Date after final approval.

Claim ID	Company	Centre	Requester	Total	PV Number	Payment Date	Status

Payment details

Only Approved claims can be marked Paid.

Select an approved claim from the queue.

Claims Viewer

Read-only view for authorised viewers and auditors. No claim changes can be made here.

Claim ID	Date	Company	Centre	Requester	Direct Leader	Finance Verification Date	1st Approval Date	2nd Approver	2nd Approval Date	PV Number	Payment Date	Lines	Total	Status

Claim details

Read-only claim information and supporting documents. Scroll inside this panel for long claims.

Select a claim to inspect it.

AuthenticationReady for sign-in

SharePoint siteNot connected

Expense listNot connected

ColumnsNot mapped

Diagnostic log

Ready.