In this User Guide, you will be able to learn:

1. How to setup Claim

2. How to manage the employees' Claim Submission/Records

3. How to view Claim Report

4. How to assign Multiple Payable Date


Video Guide:

Admin Setup New Claim Type:


Update Claim Type:


Delete Claim Type:


Setup New Claim Shared Type - Part 1:


Setup New Claim Shared Type - Part 2:



Setup Company Policy:



Setup Claim Notification Setup:



Setup Auto Exchange Rate(currency):



Create New Claim Advance type:


Update Cash Advance Type:


Delete Cash Advance Type:



Create/Edit/Delete Claim Group:


Create/Edit/Delete Claim Custom Info:


How to Check and Update employee Claim Group:


Submit Claim/Cash Advance by Admin mode:



Submit Draft Claim or Open Cash Advance by Admin mode:



Withdraw or Cancel Claim by Admin mode: 



Process Claim by Finance/Admin:


View And Filter Claim Report - Part 1:


View and filter Claim Report - Part 2:


Download attachment in Mass under Claim Report: