Contents of this article are applicable to the following users
Tier: NA
Product: StaffAny
Platform: App
Access Level: Owner, Manager, Supervisor, Employee
Claims submission is currently only available on the mobile app. It is fast and simple!
Interested in using our claims module? Drop us a message via the help chat, and we’ll connect you with a sales representative.
This guide will cover the following:
Submitting a Claim
To submit a claim,
Go to More > My Claims.
Select “Add Claim”.
You will be prompted to either take a photo or upload a photo of the claim receipt.
Fill up the following fields. Select “Submit” to proceed.
Here is an explanation of each field:
Field | Explanation |
Transaction Date | Date of when the transaction was made. You can find this on the receipt |
Amount | The total amount that will be claimed. You can find this on the receipt |
Claim Type | The claim category that will be associated with this claim submission |
Location/Outlet of Claim | The location or outlet that the claim is made and associated to |
Remarks | Add any remarks for further explanation |
Viewing Claim Submissions
You can view submitted claims under “My Claims” as well.
Tap an entry to view more details about the submitted claim. If you wish to withdraw your claim submission, simply click the Trash icon found at the top right of the “Claim Details” screen.
Within the claim details page, you can see the claim type and the claim amount that was submitted as well as the progress of the claim approvals. In addition, you can view the submitted claim information.
If the claim submission has been approved, this is what you will see under the approval progress:
Note: If your organisation has 2 levels of approval, either both approvers need to approve OR just the 2nd approver needs to approve to consider the claim submission as “Approved”.
After the claim submission has been processed in payroll and the payrun has been published, the claim submission will be updated to "Published"
If the claim submission has been declined, this is what you will see under the approval progress:
Note: The claim submission is declined entirely as long as one approver declines the claim submission.