Summary
Claims are a crucial component of reimbursement and are prevalent in all companies, across all industries. Payboy's claim management system is robust and highly customizable and is one of our highlighted features.
All claims must be approved to be included in payslip generation. As an administrator, you have the authority to create, approve, and deny all claims reflected in the system.
The Payboy software allows for two types of claims - Single and Group.
Single claims are the typical form of claims - a single reimbursement for a cost incurred by an employee.
Group claims are a collection of claims. For example, all claims incurred on a business trip by multiple employees can be grouped into one group claim, and approved as a whole.
For No Payout claims, refer to this article.
In this article, the focus will be on Single Claims.
How to create a Claim (Single)
From the sidebar, select Claims > New Claim (Single)
From this page, fill in the employee's name, claim type, and category (if any).
The system will then prompt for more information such as whether it is a no payout claim, GST inclusive, and date of expenditure. (Note: GST amount can be edited). Receipts may also be attached by clicking on the Attach Receipt button
After all information has been entered, select submit.
If you face any difficulties, feel free to contact us through the support chat icon on the bottom right of the screen, or email us at support@payboy.biz. We will get back to you within 3 working days.