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

Note

Prorated year claim limit will be applied to user whose Join Year = Current Year.

Claim Submission

1. Draft the claim:

   Claim	Description
   Default Claim	Select expense type, claim date, amount and description
   Mileage	Select expense type, claim date, address/distance and description
   Receipt Scan	Select attachment of a receipt
   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 Mileage Claim,
     • Only expenses type where its UOM is "KM" can be used to apply Mileage Claim (refer here)
     • 'Calculate from Address' switch: User can input origin and destination for Mileage Claim and system will calculate the approximate distance between the 2 address (Caluclated distance are not allowed to edit)
     • Amount are not allowed to edit as it will be calculate based on the distance and rate
     • A map screenshot will be attached if user input origin and destination
   • For Receipt Scan,
     • 'Rescan' button: Resubmit attachment for reanalyzing if the scan result is incorrect
     • 'Refresh Status' button: Refresh scan status after attachment is uploaded if scanning is still in progress
   • 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)

2. Submit

   

Claim Submission Warning Dialog Box

The app will help to do the following checkings after user click on the 'Submit' button:

1. Exceed MTD Limit: Prompts if total submitted amount (including previous submission) exceed the monthly limit of the expenses type

   

2. Exceed YTD Limit: Prompts if total submitted amount (including previous submission) exceed the yearly limit of the expenses type

   

info

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 MTD/YTD limit

Claim Submission Sucessful

The app will prompt this dialog message upon successful submission

1. Successful Dialog Box

   

2. App Notification (Manager side)clai

   

3. Email Notification (Manager side)

   

Claim Status

User can view all his claim transactions once enter this page

• 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

• Type of claim status:

  Icon	Claim Status	Remark
  	Pending Approval	Status after normal employee applied a claim submission
  	Pending Verification	Status after normal employee applied a claim submission (with Multi-Level Approval)
  	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

Claim Transaction Detail

• User are allowed to edit the claim transaction details or cancel the claim on Approved / Pending Approval Pending Verification claims.
• 'View Change Log' button: View change log of the claim

Team Claim (Manager only)

Manager Types: (refer Manager Authority Settings)

1. Approval Manager: Can approve employee claim
2. Verify Manager: Can verify employee claim (required Approval Manager to approve a claim submission)

• Manager can view all claim transactions of his team once enter this page
• Manager can apply filter and sorting order to view different claim transaction listing:
  • Filtering options:
    • Expenses type
    • Date range
    • Claim Status
    • Branch
    • Department
  • Sorting options:
    • Date
    • Expenses type
    • Claim Status

Claim Approval

• 'View Change Log' button: View change log of the claim

• Managers can apply different actions on his team’s claim transaction based on the claim status and his authority

• Actions that can be done by Approval Manager:

  Claim Status	Allowed Actions
  Pending Verification	Approve, Reject
  Pending Approval	Approve, Reject
  Approved	Undo Approved, Reject
  Approved (Sync)	-
  Rejected	Approve, Undo Rejected
  Cancelled	-

• Actions that can be done by Verify Manager:

  Claim Status	Allowed Actions
  Pending Verification	Verify, Reject
  Pending Approval	Undo Verify, Reject
  Approved	Reject
  Approved (Sync)	-
  Rejected	Verify, Undo Rejected
  Cancelled	-

Claim Approval Warning Dialog Box

The following checkings will be carried out when manager approving a claim:

1. MTD Claim Over Limit:

   • The app will prompt this dialog box if total approval amount (including previous claim transaction) already exceed the monthly limit of the expenses type

   • Manager can choose to cancel the claim approval ('Back' button) or proceed with the current claim approval ('Proceed' button)

     

2. YTD Claim Over Limit:

   • The app will prompt this dialog box if total approval amount (including previous claim transactions) already exceed the yearly limit of the expenses type

   • Manager can choose to cancel the claim approval ('Back' button) or proceed with the current claim approval ('Proceed' button)

     

Claim Comment Dialog Box

Manager can enter a comment for the claim approval / claim status update (optional) before proceed the updates

Claim Status Update Successful

The app will prompt a dialog message upon successful update on the claim status

Notification

Claim Approved

User will receive the following notification once manager approves his claim:

1. App Notification

   

2. Email Notification

   

Claim Rejected

User will receive the following notification once manager rejects his leave:

1. App Notification

   

2. Email Notification

   

Activity Center

User can view his and his team’s (manager only) claim transaction updates from the Activity Center (Go to Dashboard > Activity Center (Bell icon on top left))