Talenox

Welcome to the Claims module, the latest feature in Talenox designed to make managing expenses easier for everyone. 

With Claims, employees can now upload their receipts directly from their desktop and submit their expense claims via Talenox. This makes it super easy for everyone to keep track of their expenses.

HR / Admins will love the ability to track and manage expense claims for both individuals and teams, ensuring that everything is in order and processed on time. 

Plus, the Claims module integrates seamlessly with Talenox Payroll, syncing claims for smooth processing. If you’re using Xero for accounting, you’ll be pleased to know that you can push claims from Payroll straight to Xero. 

And yes, all these claims will be clearly reflected on employees’ payslips, keeping everyone in the loop.

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This 6-part walkthrough will guide you on the following:

<a href="http://help.talenox.com/en/articles/9398615-first-time-user-admin">Part 2 - First Time User - Admin</a>

<a href="http://help.talenox.com/en/articles/9404742-first-time-user-employee">Part 3 - First Time User - Employee</a>

<a href="http://help.talenox.com/en/articles/9404865-how-to-add-a-new-expense-policy-admin">Part 4 - How to Add a New Expense Policy? (Admin)</a>

<a href="https://help.talenox.com/en/articles/9403991-how-to-approve-process-a-new-expense-in-payroll-admin" rel="nofollow noopener noreferrer" target="_blank">Part 5 - How to Approve / Process a New Expense in Payroll? (Admin)</a>

<a href="http://help.talenox.com/en/articles/9403750-how-to-add-a-new-expense-employee">Part 6 - How to Add a New Expense? (Employee)</a>

- Part 1 - Overview of Claims Module
- <a href="http://help.talenox.com/en/articles/9398615-first-time-user-admin">Part 2 - First Time User - Admin</a>
- <a href="http://help.talenox.com/en/articles/9404742-first-time-user-employee">Part 3 - First Time User - Employee</a>
- <a href="http://help.talenox.com/en/articles/9404865-how-to-add-a-new-expense-policy-admin">Part 4 - How to Add a New Expense Policy? (Admin)</a>
- <a href="https://help.talenox.com/en/articles/9403991-how-to-approve-process-a-new-expense-in-payroll-admin" rel="nofollow noopener noreferrer" target="_blank">Part 5 - How to Approve / Process a New Expense in Payroll? (Admin)</a>
- <a href="http://help.talenox.com/en/articles/9403750-how-to-add-a-new-expense-employee">Part 6 - How to Add a New Expense? (Employee)</a>

You are currently at Part 1 of this 6-part guide - showing you the overview of the Claims module. 😄

Please note that this is a beta version of the Claims module, so you might encounter some bugs and errors. If you do, feel free to reach out to us at support@talenox.com.

There are 2 ways that you can access the Claims module:

Definitions of each category in the Claims module

Team Receipts - View, upload, and manage receipts on behalf of your employees. You are able to select employee name to view their receipts

Admin Expenses - Manage your team's expense claims i.e. pending, rejected, approved, confirmed or processed status

Expense Policies - Easy tracking of expense policies that you have created

- Team Receipts - View, upload, and manage receipts on behalf of your employees. You are able to select employee name to view their receipts
 
- Admin Expenses - Manage your team's expense claims i.e. pending, rejected, approved, confirmed or processed status
 
- Expense Policies - Easy tracking of expense policies that you have created

My Receipts - Employees can add new and track existing receipts in this section

- My Receipts - Employees can add new and track existing receipts in this section

My Expenses - Employees can add a new expense to submit the claims

- My Expenses - Employees can add a new expense to submit the claims

Please note that you will only see these two categories at the same time if you are an Admin with an active employee profile and have been granted access to both Claims (Admin) and Claims (User)

Explore the Claims module and see how it can simplify your expense management. We’re excited to see how this feature will benefit you and your team. 😁 

How to use the Claims module?

Definitions of each category in the Claims module