How to Submit a Claim on Carbonate

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.

Before submitting the claims on Carbonate, kindly make sure  claim types are added into the settings.

Claim Approver

Step 1:

Go to the payroll module by clicking on Payroll on the left side menu.

Step 2

Click on the claims button on the top right side of the page and then click on the +Add Claim button.

Admin Account View

The view for Admin account.

Staff Account View

The view for Staff account.

Step 3

Type in the title of the claim and select the approving manager. You may select more than one approving managers.

Step 4

Click on Add new claim button which will open up new fields. Type in the details of the claim, select date of the 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 (up to 10 claims per form).

Step 5

Write the description of the claim, if any, and attach the receipts of the expense.

Step 6

Click on the send button at the bottom to submit the claim.

Claim Approver

Step 1

Click on Payroll on the left menu.

Step 2

Click on the claims button at the top right side of the payroll page.

Step 3

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.

Step 4

Click on the view document button if you want to review the receipts of the claim.

Step 5

Click on the currency code if you wish to change the currency. This will open up another page.

Step 6

Apply the conversion rate of your own and click on the ok button.

Step 7

Click on the checkbox next to each claim item you want to approve.

Step 8

If you are paying out in cash for the claim, click on the settled button. This means that the claim has been reimbursed and does not need to be shown on the payslip.

Step 9

If you are not paying the claimed amount in cash, click on the 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.

Step 10

If there are three claim items, you may choose to accept the first item, settle the second and decline the third claim a single form.

Step 11

If you make any changes in the form and only want to save the changes, click on the Save button to save the changes.

Claims Submission

You can watch the video here:

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