Make an expense claim

On the Financial Claims screen you claim back what you spent for work, attach the receipt, and see when it is approved and paid.

Who can do this

Anyone in the workspace whose account is linked to their employee record, whatever their role. You can only claim for yourself here. Owners and admins enter a claim for someone else on the claim approvals screen.

Before you start

Your account must be linked to your employee record. Have the receipt ready as a photo (JPEG, PNG, WebP or HEIC) or a PDF, up to 5 MB.

Steps

1. Open HR, then Financial Claims under Applications.
2. Click New Claim.
3. Choose the Category: Medical, Travel, Meals, Equipment or Other.
4. Type the Amount (RM), such as 85 or 85.50.
5. Choose the Date of expense. It is today unless you change it, and it cannot be in the future.
6. Add a Description (optional) if you want, up to 500 characters.
7. Under Receipt (optional), click Choose file and pick the file. Wait until it says Attached: and the file name.
8. Click Submit claim. The claim appears under My requests as Pending.

When the claim is paid, its status changes to Paid and the date it was paid is shown under it.

Cancel a claim

You can cancel a claim only while it is pending. Click Cancel on its row, then Confirm. Cancelling cannot be undone.

Common problems

• "Attach a photo (JPEG, PNG, WebP or HEIC) or a PDF." The file is another type.
• "Keep the file to 5 MB or less." Use a smaller file.
• "The receipt did not upload. Remove the file, or choose it again, before you submit." Click Remove, or Choose another file, then submit again.
• "The claim was not saved, so its receipt was removed. Attach the receipt again." Fix the problem shown, attach the receipt again and resubmit.
• "Keep a claim to RM 1,000,000 or less." The amount is too large.
• "The date cannot be in the future." Choose the day you spent the money.

Related

• Approve claims and mark them paid
• Claim overtime