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The beginning of the X3 process involves the creation of expense claims.

Expense creation is achieved either by downloading an electronic statement from a credit or charge card provider, or by manually entering expense details.

Normally, the person who incurred the expenses (the incurrer) creates and edits their own expense claims, however if your organisation has incurrers who will not have access to the X3 system for any reason, you can nominate other users (coordinators) who will then be able to create and edit expense claims on behalf of those incurrers.

Once an expense claim is complete, the incurrer or coordinator can submit the claim for authorisation.

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