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.
This 6-part walkthrough will guide you on the following:
Part 3 - First Time User - Employee
You are currently at Part 3 of this 6-part guide - showing you the steps to take as a first time Claims user. 😄
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.
As an Employee, you can now submit your claims / receipts directly from Talenox.
There are two ways to access your claims/receipts page:
1) The first option is to head over to Claims > My Receipts
2) The second option is by clicking Claims icon from your Home page, and it will direct you to My Receipts
How to Upload your Receipts?
Once you’ve head over to the My Receipts page, you can upload your claims/receipts there.
There are two ways to upload your claims/receipts.
1) The first option is by clicking browse in the middle of your page
2) The second option is by Clicking Add Receipts
NOTE: The maximum file size 2 MB in jpg, jpeg, png, pdf formats.
Once you’ve uploaded your receipts, you can view them by clicking the All Receipts tab.
How to Add Receipts into Expenses?
There are 2 ways for you to add your receipts into your expenses:
1) After uploading claims/receipt into My Receipts
2) Before uploading claims/receipt into My Receipts
After uploading claims/receipt into My Receipts
If you have uploaded your claims/receipt first, click your receipt, and the receipt will bring to a new page:
On this page, you can do the following:
Add to Expense (to add the receipt to your expenses)
Add notes (to add a note for your Admin to review)
Download (to download this to your local drive)
Delete (completely remove the receipt from Talenox)
Before uploading claims/receipt into My Receipts
At this point where you have not uploaded your claims/receipts yet, head over to Claims > My Expenses, click Add Expenses
How to Create an Expense
Once you have clicked Add Expense on either options, you will be brought to the Create Expense page.
On this page, you need to do the following:
Add Expense Name
Add Participants of this expense claim (in cases where this is a claims for more than 1 person)
Name of the Merchant on your Receipt
Total Receipt Amount and Total Tax (if applicable)
If paid in a different currency than receipt currency, if Yes enter the amount here
Transaction Date
Selecting Policy, Payment Type, Claims Amount
Add Notes, for your Admin to review.
Once you have entered the necessary details of your expense, click Add Receipts (If you have uploaded from My Receipt, you can select those receipts and attach them to the expense here).
Click on the receipt of your choice and ensure to mark it as checked before clicking Save:
Once you clicked Save, your expense will be marked as Pending.
Here can review your submission and make amendments by clicking Edit if needed:
How to Delete an Expense?
If you need to delete your expenses, head over to Claims > My Expenses
Mark the expense you want to delete as checked
Click the 3 dots on the right
Click Delete
