When an employee submits a claim for an expense they paid out of pocket, it appears on the "Employee Claims" page. From here, you as a reviewer or approver can review the details and take the appropriate action: either approve the claim for reimbursement or reject it.
How to Approve or Reject Employee Claims
From the main menu, click "Payroll & Employees", then click "Employee Claims".
Find the row containing the expense you want to review.
Click the dropdown in the "Status" column and choose one of the following:
"Approved" if all details are correct and the amount is eligible for reimbursement.
"Rejected" if there's an issue or missing information in the claim.
Comments on Claims
You can view employee comments, reply to them, or add a new comment the same way—by clicking the square icon next to the claim.
Type your comment, then click the "Comment" button.
You can view previous comments by clicking the same icon next to the claim.
Actions on Employee Claims
From the "Employee Claims" list, you can review and manage all submitted claims in one place. The list displays key details such as the date, category, and amount. The available actions include:
Search: Type a keyword (like part of the description or the amount) to filter claims and find what you're looking for.
Filter: Use the filter tool to narrow down results based on specific criteria, such as the claim status or amount helpful for categorizing claims efficiently.
Sort: You can sort claims by any column, such as date or amount, to organize the list based on your preferred order (e.g., from oldest to newest).
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