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

Approving Director *

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	Approving Director	Finance Verification Date	Approval 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 Director approval.

Select a claim from the queue.

Director Approval queue

Claims shown here have already been verified by Finance.

Claim ID	Company	Centre	Requester	Approving Director	Lines	Total	Status

Selected claim

Final Director approval after Finance verification.

Select a Finance-verified 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	Approving Director	Finance Verification Date	Approval Date	Lines	Total	Status

Claim details

Read-only claim information and supporting documents.

Select a claim to inspect it.

AuthenticationReady for sign-in

SharePoint siteNot connected

Expense listNot connected

ColumnsNot mapped

Diagnostic log

Ready.