Managing claims is made easy on Carbonate HR app.
You can submit multiple claims, in different currencies and with multiple attachments in one single claim form. You may settle the claim immediately by paying out cash or approve it to pay with the salary.
Go to payroll module by clicking on Payroll on the left side menu.
Click on the claims button on the top right side of the page and then click on the +Add Claim.
Type in the title of the claim and select the approving manager.
Click on Add new claim button which will open up new fields. Type in the details of the claim, select date of expense, amount, select the currency if it is not SGD and then click on the GST if applicable. Click on Add new button to add more than one claims (upto 10 claims per form).
Write the description of the claim, if any, and attache the receipts of the expense.
Click on send button at the bottom to submit the claim.
Click on Payroll on the left menu.
Click on the claims button at the top right side of the payroll page.
On this page, you will see all the claims submitted to you for your approval. Click on Details next to the claim you want to handle.
Click on the view document button if you want to review the receipts of the claim.
Click on the currency code if you wish to change the currency. This will open up another page.
Apply the conversion rate of your own and click on the ok button.
Click on the check box next to each claim item you want to approve.
If you are paying out in cash for the claim, click on settled button. This means that the claim has been reimbursed and does not need to be shown on the payslip.
If you are not paying the claimed amount in cash, click on Accept button. By doing this, the claim will be approved but not paid. It will be shown in the payslip of the person who submitted and will be paid along with the salary.
If there are three claim items, you may choose to accept first item, settle the second and decline the third claim a single form.
If you make any changes in the form and only want to save the changes, click on the Save button to save the changes.
Watch quick videos about claim form
Claim form submission
Claims Approval and processing
Still need assistance? No worries!We would love to help you. Feel free to drop us a line at firstname.lastname@example.org