Receipts in, reimbursements out.
Claims Management
14 claim categories out of the box, monthly/yearly/daily caps, manager + finance approval, real receipt upload, and a multi-sheet Excel export when finance needs the books.
What it does
- Submit claims with vendor name, invoice number, reason, and a real receipt upload (PDF/JPG/PNG, 5 MB).
- Cap claims by month, year, or day. Per-claim min/max amount. Auto-approve below a threshold.
- Manager step in front of HR/Finance approval — both logged separately for audit.
- Submission deadline window (e.g. 'must submit within 30 days of the claim date').
Main benefits
- Stop policy violations at submit time instead of fighting them at month-end
- Receipts in one place — no more 'I'll forward you the email'
- Tax-ready exports with GST split, by department, by type
Who uses it
Employees
Submit a receipt in 30 seconds, see status without asking
Managers
Approve in bulk, see reasons + receipt at once
Finance
One-click Excel export with a tax/GST sheet ready to file
Example workflow
- 1Employee submits with vendor, amount, receipt, reason
- 2Cap + reason + deadline checks run before the request lands
- 3Manager approves (if required), Finance approves
- 4Approved claim flows into the next payroll run
Reports available
- All claims with totals row
- By department
- By claim type
- Tax / GST sheet (excl-GST + GST + total split)
Admin controls
- Per-type policy: caps, allowed reasons, document requirements, deadline, taxable flag
- Auto-approve threshold (small claims skip approval)
- Manager-approval opt-in per type
- Custom claim categories
See Claims Management on your team's data.
30-minute demo on a real workspace, with your policies wired up. No slides.