Claims

A claim is when a staff member asks to be paid back for money they spent for work — for example, travel, meals or buying supplies. The Claim area lets staff submit these and lets you approve them, ready to be paid through payroll.

The Claim menu

Page	What it is for
Claim Applications	Submit, review and approve claims.
Claim Type	The kinds of claims you allow (travel, meals, and so on).

Setting up claim types

Before staff can claim, set up the types of claim you allow. Open Claim → Claim Type, add a type, give it a clear name, and save. Examples: Travel, Meal, Mobile, Office Supplies.

Submitting a claim

1. Click Claim → Claim Applications.
2. Start a new claim.
3. Choose the claim type and enter the amount.
4. Add a short description of what it was for.
5. Attach the receipt or supporting document.
6. Submit.

Approving a claim

1. Open the claim waiting for your decision.
2. Check the amount, the description and the attached receipt.
3. Click Approve or Reject (you can add a comment).

Getting claims paid

Approved claims can be paid to the employee through payroll. When you run payroll, approved claims for the period are included as an earning.

tip

Always ask staff to attach a receipt. It makes approval quick and keeps a clean record for accounting and audits.

note

Approve claims before you run payroll for the period if you want them paid in that month. Claims approved after a run will be picked up the next time you run payroll.