Summary
An employee can submit a claim through the Payboy system. This claim can be approved or denied by the employee's supervisors, or by an Administrator.
Note: If you prefer to watch a short video walkthrough, you can access the video tutorial by clicking this link.
The link at the bottom of this article will also allow you to save the video directly to your device.
Submitting a claim as an employee (on the app)
From the sidebar, select Claims.
On the main page, all pending, approved, denied, and canceled claims can be seen. To apply for a new claim, select the + button on the top right corner.
Using the scrollbar, select the claim type and fill in the relevant details
When the application is completed, click on the Submit button.
Submitting a claim as an employee (on the web)
Open the sidebar and select Claims > Submit Claims (Single).
Select the Claim Type from the drop-down list, taking note of the limit for this claim type, if applicable.
Enter the Amount, inclusive of GST (if applicable).
If this claim does not have GST, untick the Has GST checkbox.
Select the Date of Expenditure.
Enter Remarks (if necessary).
Click the Attach Receipt button and upload a picture of the receipt as proof of claim (if necessary).
Click Submit to submit this claim and wait for approval.
Submitting a claim on behalf of your subordinate, as a manager (on the web)
Open the sidebar and select Claims
Choose Claims > Create Staff Claims
Select the Employee you wish to create this claim for.
Select the Claim Type from the drop-down list.
Enter the Amount, inclusive of GST (if applicable).
If this claim does not have GST, untick the Has GST checkbox.
Select the Date of Expenditure.
Input any Remarks (if necessary).
Click the Upload Receipt button to upload the receipt of payment as proof of claim (if necessary).
Click the Submit button to create the claim.
How to view, edit, or delete an existing claim
Open the sidebar and select Claims > Approve Claims
You will be able to Approve, Deny, or View Details of the Claim that is submitted.
Important note: Deleted claims are permanently removed and cannot be restored. Also, ensure that the correct claim type has been created before attempting to create claims under that type
Feel free to contact us if you face any difficulties through the support chat icon on the bottom right of the screen or email support@payboy.biz. We will get back to you within 3 working days.