Claims
The Claims module provides a dedicated workspace for managing expense claims and their approval lifecycle. It is closely linked to the Expenses module – individual expenses are grouped into claims, which then flow through approval and payment.
My Claims View
Navigate to Claims in the left sidebar to see your personal claims dashboard. The page shows summary totals across all your claims:
| Metric | Description |
|---|---|
| Open Claims | Claims still in draft that you can edit and add expenses to. |
| Submitted | Claims you have sent for approval. |
| Approved | Claims that have passed all approval stages and are awaiting payment. |
| Paid | Claims where payment has been processed. |
| Rejected | Claims declined by an approver. |
| Partially Approved | Claims approved by the first approver but still awaiting second-level approval. |
Creating a Claim
- Click Create New Claim.
- Enter a Title (e.g. “March 2025 Travel Expenses”), Date, and optional Notes.
- Select the First Approver (your manager) and Second Approver (if required) from the dropdown lists.
- Select the Account Person (finance/HR contact who processes the payment).
- Click Save to create the claim in Open status.
Once the claim is created, navigate to the Expenses module to add individual expense items to it.
Submitting a Claim
When all expenses have been added and you are ready for review, open the claim and click Submit. This locks the claim and its expenses from further editing and sends notifications to the assigned approvers.
Approval Workflow
The claim follows a structured approval path:
- First Approver (manager) reviews and approves or rejects.
- If approved and a second approver is assigned, the claim moves to the Second Approver.
- After final approval, the Account Person processes payment and marks the claim as Paid.
If rejected at any stage, the claim returns to Open status with the rejection reason recorded. You can revise and resubmit.
Claim Tasks
When a claim requires your approval (as a manager or account person), it appears in your Tasks list. Click the task to open the claim detail, review the expenses and attached receipts, and take the appropriate action.
INFO
Claims and Expenses work together: Expenses are the individual line items, and Claims are the container that groups them for submission and approval.