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.

Submitting a claim as an employee

  • Open the sidebar and select Claims > My Claims (Single).
  • Select +Submit Claim at the top of the screen.
  • 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 Attach Receipt button and upload a picture of the receipt as the proof of claim. 
  • Click Submit to submit this claim and wait for approval.

Submitting a claim on behalf of your subordinate, as a manager

  • Open the sidebar and select Claims > New Claim.
  • Select the Claim Type from the drop-down list.
  • Select the Employee you wish to create this claim for.
  • Select the Approval State, to immediately create the claim in an Approved or Denied status.
  • 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 Attach Receipt button to upload the receipt of payment as a proof of claim.
  • Click the Submit button to create the claim.

How to view, edit or delete an existing claim

  • Open the sidebar and select Claims > All Claims.
  • Select the View, Edit, or Delete button located on the right side of the claim you wish to view or modify.
  • If you wish to Edit the claim, follow the corresponding steps on the claim creation guide above.

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

Approving or Denying a subordinate's claim, as a manager

  • Open the sidebar and select Claims > All Claims.
  • Select Approve or Deny on the claim you wish to approve or deny the claim.
  • When denying a claim, there will be an input field to input the Reason. This allows the employee make changes to the claim for re-submission, or allows the employee to know the reason for the denial of the claim.

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.

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