Summary
This article will guide you to save your claim group before submitting the claim to the manager for approval.
The Claim (Group) function is frequently used when an employee has multiple claims to be submitted in a single transaction.
However, approvers will still have the option to Approve/Deny each claim in the group.
This function is only available on the Web Portal, and not on the Mobile App.
How it works:
Firstly, from the side panel, select Claims > New Claim (Group)
It will bring you to a Claim group form, where you can input a name for the group and add the claims accordingly (same as the single claims form)
You can make use of the 3 buttons under the Claim list.
Add Claim - Add another empty single claim form
Delete - Remove the selected claim
Copy - Duplicate the selected claim
After you are done, click the Submit button.
Note: Clicking this Submit button will send the claim group to the manager for approval
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.