Create a travel expense claim - parliamentarian

This video demonstration shows how to create a travel expense claim for a parliamentarian.

First, log into PEMS and select the travel expenses tile, this opens the travel claims window.

The travel expense claim type is used to claim reimbursement of out-of-pocket travel expenses such as parking, taxis and regulated ride shares. The button to create a new claim is located at the bottom right of the travel claim screen. Select create travel expense claim.

From the claimant information screen open the drop-down list and select who is the claimant.

Select, create claim.

Once the claim is created, select ok.

On the next screen enter the required expense details.

Date of the expense requires a date range, though only parking claims should span more than one day.

Select the first day of your expense followed by the last day, for claims longer than 24 hours, if the expense was for a single day, select this day twice to confirm.

Select the expense type.

Location the expense was incurred, select this icon, and choose the location from the drop-down menu.

The dominant purpose.

Enter the invoice number if available.

Invoice amount.

And any comments.

Use the plus icon to locate and attach the supporting documentation.

Select save when you have finished.

Your expense claim has now been created.

To add another expense to your claim, select the add expense item button.

Ensure you select the expense type and proceed to fill out the required fields as previously shown.

Once completed select, save.

Both expenses are now shown on your expense details screen.

The other claim options are, delete the claim before submitting if it is no longer needed.

Estimate the expected amount you will receive for this claim, or review the claim before completing certification.

Select review.

Review the terms and conditions including your obligations under the Parliamentary Business Resources Framework, then accept the terms and conditions at the bottom of the page.

As a parliamentarian creating a claim for yourself you can edit the claim, assign the claim to someone else to review or provide feedback, or certify your claim to send to IPEA for review and payment.

Select certify.

Select ok to complete the process.

Following certification of your claim IPEA will review and verify your claim in line with our published service level standards.

Payment will be received within two to three working days from verification.