How to create a new claim request and view the claim requests that I have created?

Click on My Claim View under the section Claims and an image like the one below will appear.

To create a new claim, click on the Add button (box in red as shown in the image below).

After clicking on the Add button (box in red as shown in the image above) and an image like the one below will appear.

Under the section Employee’s Information, select the name that you want to Issue For (box in red as shown in the image below). After selecting the name that you want to Issue For (box in red as shown in the image below), fields like Department and Company (both box in green as shown in the image below) will be updated automatically.

You can add the Purpose of the claim (box in red as shown in the image below) under the section Header of Expenses Claim.

Under the Details of Expenses Claim, select the Receipt Date, Expense Type, Description of this claim, Currency (all box in red as shown in the image below). You can also enter the Amount (box in green as shown in the image) you want to claim. Please also select the Tax Rate (box in pink as shown in the image below). Tick on the checkbox (box in black as shown in the image below) if the amount you have entered in the Amount filled (box in green as shown in the image below) is Tax Inclusive. To upload a receipt, click on the Browse button (box in orange as shown in the image below). After filling in all details, click on the Add Item (box in grey as shown in the image below) and the Cancel button (box in turquoise as shown in the image below) to clear all the fields.

Clicking on Add Item (box in grey as shown in the image above), it will appear under the Claim Details section. To edit the claim that you have saved, click on the Edit button (box in red as shown in the image below). To create a new claim, return to the Details of Expenses Claim section and repeat everything. To delete a claim request, click on the checkbox (Box in orange as shown in the image below) and then the Delete Expense (box in black as shown in the image below).

To upload supporting documents, click on Choose File (box in red as shown in the image below). After you select the file, click on Upload Document (box in black as shown in the image below) to upload the document to the claim.

Click on the Save button (box in green as shown in the image above) to save the document as a draft. Click on the Submit button (box in pink as shown in the image above) to submit the claim. Click on the Close button (box in turquoise as shown in the image above) to leave this page, unsaved. Please note that to successfully submit the claim you need to set up a route matrix. To set up the route matrix, you can either click on the Route Matrix under the Administration section or you can go to Setting and click on Route Matrix under the Approval section.

Under the Search Criteria, you can search for an existing claim request base on Start Date, End Date, Claim Type, Reference No., and Status (all box in red as shown in the image below). After entering all details, click on the Search button (box in black as shown in the image below).

In the table (box in green as shown in the image below), shows all the claim request you have made. To view the details of the claim, click on the Reference No. (box in red as shown in the image below).

The table below shows the type of status that could be seen in the table (box in green as shown in the image above).