App Usage
Dashboard
- Claim Status Count Summary:
- User's total approved, pending and rejected claims in the current year
- User can tap on each status to view claims with the respective status
- Claim Amount Summary: User's total amount of pending and approved claims submitted in the current year
- Claim Balance Summary: User’s pending and approved claims on each expenses types by month and by year
Claim Submission
Step 1:
Default Claim: Select expense type, claim date, amount and description
E-Invoice Claim: Select attachment that includes a VALID E-Invoice QR code
- User can view the MTD limit, YTD limit and claim balance for each selected expenses type
- For E-Invoice Claim, post date, ref 1 and ref 2 will be filled in based on the E-Invoice and are not editable
- User need to allow Camera and Photos (only for iOS device) permission in order to continue the service (refer Android Permission and iOS Permission)
Step 2: Submit
Claim Submission Warning Dialog Box
The app will help to do the following checkings after user click on the 'Submit' button:
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Exceed MTD Limit: Prompts if total submitted amount (including previous submission) exceed the monthly limit of the expenses type
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Exceed YTD Limit: Prompts if total submitted amount (including previous submission) exceed the yearly limit of the expenses type
User can choose to change the claim details by submitting a new claim ('Reapply' button) or proceed with the current claim submission ('Proceed' button) if exceed monthly limit, but NOT ALLOWED to proceed the submission if exceed yearly limit
Claim Submission Sucessful
The app will prompt this dialog message upon successful submission
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Successful Dialog Box
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App Notification (Manager side)clai
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Email Notification (Manager side)
Claim Status
User can view all his claim transactions once enter this page
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User can apply filter and sorting order to view different claim transaction listing:
- Filtering options:
- Expenses type
- Date range
- Claim status
- Sorting options:
- Date
- Expenses type
- Claim Status
- Filtering options:
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Type of claim status:
Icon Claim Status Remark Pending Approval Status after normal employee applied a claim submission Approved Approved by manager from app and not synced to payroll system Approved (Sync) Synced and approved on payroll system Rejected Rejected from app / payroll system Cancelled Cancelled by user from app