Talenox

Nicholas

Danial

Chee Hian Chng

Team Receipts, Admin Expenses, Expense Policies, Approval Flow

Claims Matters

What you need to know as an admin for the claims module. Overview of claims

First Time User - Admin

Expense claims software. Manage your reimbursement claims and sync to payroll.

Overview of Claims Module

Set up Expense Policies. Claims Submission Policy. What to take note when creating claims policy

How to Add a New Expense Policy?(Admin)

Admins approving a new expense to process claims in payroll.

How to Approve / Process a New Expense in Payroll? (Admin)

Step-by-step guide on creating your policies and approvers for different groups of employees. Claims Approval Flow and Structure

How to Setup Claims Policy Groups

Assign one or more approval levels when setting up your Approval Flow under your Claims Group Policy

Creating a Single/Multi-level Approval Flow

Step-by-step guide on approving or un-approving submitted expenses, reject and flag them.

How to Approve a New Expense? (Approver)

How to Export Claims Reports

Reimburse claims directly without pushing it to payroll

What are the different payment types in Claims?

Claims Admin and Claims Approver Dual Rights. Roll back Claims

How to troubleshoot Claims (Admin and Approver)

Disable claims module in a single click. Accounts & Preferences.

How to Hide Claims module For All Employees?

E-invoice submission can be mandatory when submitting expenses.

How to submit E-Invoicing in Claims? (Malaysia)

How does Notifications Work in Claims?

For admin and approver to set up and approve Claims

Admin and Approver

Here's the steps on how to submit your first claims as an employee

First Time User - Employee

Employees adding a new expense to submit claims.

How to Add a New Expense? (Employee)

Employee

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