Summary
This 'No Payout' Claims feature is for companies who give corporate cards to their staff. This feature allows the staff to claim it as a record/informing purpose, as the staff would not be reimbursed any amount due to the use of the corporate card.
How to Set up
From the sidebar, go to Claims > select Claim Types
Find the Claim Type that requires this feature > click on the Edit icon on the right side of the Claim Type (pen & paper icon)
Scroll down to the Payout Type dropdown list
You will be able to choose from three payout types:
Always payout - the claim will always have to be reimbursed via payroll generation for the claim to be stated as Paid.
Always no payout - the claim does not need to be reimbursed via payroll but externally, the approver will have the option to key in the reimbursement date.
Allow no payout - the claim can be either reimbursed using payroll or externally.
How to change 'No Payout' Claims from unpaid to 'paid'?
After Approving the Claim > Click on the "Edit" button at the right side of the claim,
Scroll Down > Now there is a "Payment Date" Field, where you can input the "Paid" day. This allows you to verify that this claim is correct and has been verified.
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.