The My Claim section organizes all claims in one centralized location, allowing users to efficiently manage both new and existing claims. Starting here ensures that claims are tracked systematically.
Step 1: Creating a New Claim
To initiate a claim, users begin by clicking on the ‘+’ button located beside the search bar. This action opens the New Claim interface, where users are prompted to fill in specific details before proceeding.
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For some users, they may see multiple claimant name under their account, this is because they have additional on-behalf claiming access |
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Step 2: Navigating to Claim Lines
The Claim Lines tab organizes all expense details under the claim. This structure ensures transparency and enables detailed tracking of individual expenses.
Claim Lines Preview Panel:
Displays key information, including:
Claimant Name: Identifies who is submitting the claim.
Claim ID: A unique identifier assigned to the claim for easy tracking.
Job Group and Created By: Contextual details for the supervisor’s reference.
Status: Indicates the current stage of the claim (e.g., Draft).
Adding Claim Lines: Users are prompted to click the ‘+’ button within the Claim Lines tab to input detailed expense information. This step is essential for itemizing costs and attaching supporting documentation.
Each line represents an individual expense, ensuring clear and organized documentation.
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Step 3: Filling in Claim Line Details
Once the Claim Line Edit side page opens, users are required to provide the following details:
Claim Category:
Overview: Our system offers a total of 30 claim categories, including 5 entitlement claims. However, it's important to note that not all claimants may have access to certain entitlement. Entitlement categories are defined by organizational policies and are assigned based on criteria like job roles, employment levels, or contract terms. For example, certain healthcare benefits may only be available to full-time employees or those in specific positions. Claimants should refer to their HR or administrative team for details on their eligibility.
Why It Matters: Ensures that the claim is processed under the correct policy rules and aligns with organizational reimbursement policies. Selecting an accurate category prevents delays in approval and facilitates proper expense tracking.
Entitlement Claim Categories:
Healthcare Benefits - Optical: Covers expenses for optical care, such as glasses or contact lenses.
Healthcare Benefits - Other Medical Benefits: Includes additional healthcare-related expenses.
Professional Study Scheme: Supports costs related to approved professional courses or certifications.
Professional Subscription: Covers membership fees for professional organizations or societies.
Non-Entitlement Claim Categories:
Accommodation: Reimbursement for lodging expenses during work-related travel.
Bank Charges: Covers transaction fees incurred for work purposes.
Entertainment: Expenses for business-related entertainment activities.
Travelling - Day Trip Allowance: Reimbursement for day trips without overnight stays.
Travelling - Mileage: Travel costs based on distance, with options for "By Car" or "By Motorcycle."
Travelling - Office Parking: Covers parking fees incurred while visiting the office or other locations for work purposes.
Travelling - Outstation Allowance: Reimbursement for overnight stays during domestic travel.
Travelling - Overseas Allowance: Separate categories for ASEAN and Non-ASEAN countries, covering international travel expenses.
Travelling - Toll, Public Transport, Visa, Petrol, Air Fare: Comprehensive coverage for various travel-related expenses.
TEST: Reserved for testing purposes or unique cases.
Claim Item:
A sub-selection within the chosen claim category. For example, under "Travelling - Mileage," users can choose "By Car" or "By Motorcycle."
Why It Matters: Ensures precise classification of expenses, aiding supervisors in understanding the specific purpose of the claim.
Cost Incurred Date:
The date range during which the expense occurred.
Why It Matters: Accurate date tracking helps verify that the expense falls within an eligible period for reimbursement.
Description:
A text field for users to provide detailed information about the claim.
Why It Matters: Enables users to explain the nature of the expense, and ensure proper documentation for verification.
...
Step 4: Selecting Chargeable or Non-Chargeable
Upon selecting a Non-Entitlement Claim Category, users will encounter two options: Chargeable and Non-Chargeable. These options allow users to categorize the expense based on its funding source or purpose.
Explanation of Each Option
Chargeable Claims
Definition: Claims that can be charged to an engagement, such as project-specific expenses.
When to Choose: Select this option if the expense is directly linked to a specific engagement or client project.
Outcome: Enables the Engagement field for users to specify the relevant project or client. This ensures that the expense is billed to the appropriate entity and not absorbed by the company’s internal cost center.
Non-Chargeable Claims
Definition: Claims that are allocated to the company’s cost center instead of an external engagement.
When to Choose: Use this option for operational or administrative expenses that are not tied to specific projects, such as internal meetings, training sessions, or non-client-related travel.
Outcome: Enables the Cost Center field, ensuring that the expense is accounted for internally.
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If an Entitlement Claim Category (e.g., Healthcare Benefits - Optical) is selected, only the Non-Chargeable Entitlement option will be displayed as entitlement claims are non-chargeable by default. |
Why These Options Are Important
Categorizing claims as chargeable or non-chargeable ensures alignment with the organization's financial policies and billing structures.
Clear distinction between project-related and operational expenses facilitates accurate reporting and accountability.
Proper categorization speeds up the approval process and reduces errors in financial reconciliation.
...
Selecting ‘Chargeable’ will enable the ‘Engagement’ list for you to choose from later.
While selecting ‘Non-Chargeable’ will enable the ‘Cost Center’ list for you to choose from later.
...
Step 5: Uploading Receipts and Auto-Population
Upload Receipt:
Click Choose File and select the receipt from your device.
Use the Upload button to activate the Optical Character Recognition (OCR) feature. This feature captures receipt details like:
Claim Amount
SST Amount
Claim Amount After SST
Vendor Name
Receipt Date
Receipt Number
...
| Info |
|---|
Please be reminded that OCR is not 100% accurate, sometimes it may capture incorrect or missing information. User must correct the responding field should that happen. |
...
Step 6: Finalizing Engagement or Cost Center
Engagement List: Appears for chargeable claims. Select the relevant project or client.
Cost Center List: Appears for non-chargeable claims. Categorize the expense internally.
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When accessing the Engagement list, users may experience slight delays as the system loads thousands of engagements. Patience is recommended during this process. |
Step 7: Split Chargeable Claim
In certain scenarios, users may need to split a claim across multiple engagements or cost centers. This functionality ensures that expenses are accurately allocated, especially when tied to multiple projects or internal departments.
...
Outcome: After splitting, multiple claim lines will be created under the claim header. Each line will correspond to the selected engagement or cost center, ensuring clear and accurate allocation of expenses.
Why Use Claim Splitting?
Allows for precise distribution of expenses across relevant projects or departments.
Ensures all stakeholders understand how expenses are allocated.
Simplifies reporting and approval processes by breaking down claims into manageable segments.
The My Claim section organizes all claims in one centralized location, allowing users to efficiently manage both new and existing claims. Starting here ensures that claims are tracked systematically.
Step 1: Creating a New Claim
To initiate a claim, users begin by clicking on the ‘+’ button located beside the search bar. This action opens the New Claim interface, where users are prompted to fill in specific details before proceeding.
...
| Info |
|---|
For some users, they may see multiple claimant name under their account, this is because they have additional on-behalf claiming access |
...
Step 2: Navigating to Claim Lines
The Claim Lines tab organizes all expense details under the claim. This structure ensures transparency and enables detailed tracking of individual expenses.
Claim Lines Preview Panel:
Displays key information, including:
Claimant Name: Identifies who is submitting the claim.
Claim ID: A unique identifier assigned to the claim for easy tracking.
Job Group and Created By: Contextual details for the supervisor’s reference.
Status: Indicates the current stage of the claim (e.g., Draft).
Adding Claim Lines: Users are prompted to click the ‘+’ button within the Claim Lines tab to input detailed expense information. This step is essential for itemizing costs and attaching supporting documentation.
Each line represents an individual expense, ensuring clear and organized documentation.
...
Step 3: Filling in Claim Line Details
Once the Claim Line Edit side page opens, users are required to provide the following details:
Claim Category:
Overview: Our system offers a total of 30 claim categories, including 5 entitlement claims. However, it's important to note that not all claimants may have access to certain entitlement. Entitlement categories are defined by organizational policies and are assigned based on criteria like job roles, employment levels, or contract terms. For example, certain healthcare benefits may only be available to full-time employees or those in specific positions. Claimants should refer to their HR or administrative team for details on their eligibility.
Why It Matters: Ensures that the claim is processed under the correct policy rules and aligns with organizational reimbursement policies. Selecting an accurate category prevents delays in approval and facilitates proper expense tracking.
Entitlement Claim Categories:
Healthcare Benefits - Optical: Covers expenses for optical care, such as glasses or contact lenses.
Healthcare Benefits - Other Medical Benefits: Includes additional healthcare-related expenses.
Professional Study Scheme: Supports costs related to approved professional courses or certifications.
Professional Subscription: Covers membership fees for professional organizations or societies.
Non-Entitlement Claim Categories:
Accommodation: Reimbursement for lodging expenses during work-related travel.
Bank Charges: Covers transaction fees incurred for work purposes.
Entertainment: Expenses for business-related entertainment activities.
Travelling - Day Trip Allowance: Reimbursement for day trips without overnight stays.
Travelling - Mileage: Travel costs based on distance, with options for "By Car" or "By Motorcycle."
Travelling - Office Parking: Covers parking fees incurred while visiting the office or other locations for work purposes.
Travelling - Outstation Allowance: Reimbursement for overnight stays during domestic travel.
Travelling - Overseas Allowance: Separate categories for ASEAN and Non-ASEAN countries, covering international travel expenses.
Travelling - Toll, Public Transport, Visa, Petrol, Air Fare: Comprehensive coverage for various travel-related expenses.
TEST: Reserved for testing purposes or unique cases.
Claim Item:
A sub-selection within the chosen claim category. For example, under "Travelling - Mileage," users can choose "By Car" or "By Motorcycle."
Why It Matters: Ensures precise classification of expenses, aiding supervisors in understanding the specific purpose of the claim.
Cost Incurred Date:
The date range during which the expense occurred.
Why It Matters: Accurate date tracking helps verify that the expense falls within an eligible period for reimbursement.
Description:
A text field for users to provide detailed information about the claim.
Why It Matters: Enables users to explain the nature of the expense, and ensure proper documentation for verification.
...
Step 4: Selecting Chargeable or Non-Chargeable
Upon selecting a Non-Entitlement Claim Category, users will encounter two options: Chargeable and Non-Chargeable. These options allow users to categorize the expense based on its funding source or purpose.
Explanation of Each Option
Chargeable Claims
Definition: Claims that can be charged to an engagement, such as project-specific expenses.
When to Choose: Select this option if the expense is directly linked to a specific engagement or client project.
Outcome: Enables the Engagement field for users to specify the relevant project or client. This ensures that the expense is billed to the appropriate entity and not absorbed by the company’s internal cost center.
Non-Chargeable Claims
Definition: Claims that are allocated to the company’s cost center instead of an external engagement.
When to Choose: Use this option for operational or administrative expenses that are not tied to specific projects, such as internal meetings, training sessions, or non-client-related travel.
Outcome: Enables the Cost Center field, ensuring that the expense is accounted for internally.
| Info |
|---|
If an Entitlement Claim Category (e.g., Healthcare Benefits - Optical) is selected, only the Non-Chargeable Entitlement option will be displayed as entitlement claims are non-chargeable by default. |
Why These Options Are Important
Categorizing claims as chargeable or non-chargeable ensures alignment with the organization's financial policies and billing structures.
Clear distinction between project-related and operational expenses facilitates accurate reporting and accountability.
Proper categorization speeds up the approval process and reduces errors in financial reconciliation.
...
Selecting ‘Chargeable’ will enable the ‘Engagement’ list for you to choose from later.
While selecting ‘Non-Chargeable’ will enable the ‘Cost Center’ list for you to choose from later.
...
Step 5: Uploading Receipts and Auto-Population
Upload Receipt:
Click Choose File and select the receipt from your device.
Use the Upload button to activate the Optical Character Recognition (OCR) feature. This feature captures receipt details like:
Claim Amount
SST Amount
Claim Amount After SST
Vendor Name
Receipt Date
Receipt Number
...
| Info |
|---|
Please be reminded that OCR is not 100% accurate, sometimes it may capture incorrect or missing information. User must correct the responding field should that happen. |
...
Step 6: Finalizing Engagement or Cost Center
Engagement List: Appears for chargeable claims. Select the relevant project or client.
Cost Center List: Appears for non-chargeable claims. Categorize the expense internally.
| Info |
|---|
When accessing the Engagement list, users may experience slight delays as the system loads thousands of engagements. Patience is recommended during this process. |
Step 7: Split Chargeable Claim
In certain scenarios, users may need to split a claim across multiple engagements or cost centers. This functionality ensures that expenses are accurately allocated, especially when tied to multiple projects or internal departments.
...
Outcome: After splitting, multiple claim lines will be created under the claim header. Each line will correspond to the selected engagement or cost center, ensuring clear and accurate allocation of expenses.
Why Use Claim Splitting?
Allows for precise distribution of expenses across relevant projects or departments.
Ensures all stakeholders understand how expenses are allocated.
Simplifies reporting and approval processes by breaking down claims into manageable segments.
The My Claim section organizes all claims in one centralized location, allowing users to efficiently manage both new and existing claims. Starting here ensures that claims are tracked systematically.
Step 1: Creating a New Claim
To initiate a claim, users begin by clicking on the ‘+’ button located beside the search bar. This action opens the New Claim interface, where users are prompted to fill in specific details before proceeding.
...
| Info |
|---|
For some users, they may see multiple claimant name under their account, this is because they have additional on-behalf claiming access |
...
Step 2: Navigating to Claim Lines
The Claim Lines tab organizes all expense details under the claim. This structure ensures transparency and enables detailed tracking of individual expenses.
Claim Lines Preview Panel:
Displays key information, including:
Claimant Name: Identifies who is submitting the claim.
Claim ID: A unique identifier assigned to the claim for easy tracking.
Job Group and Created By: Contextual details for the supervisor’s reference.
Status: Indicates the current stage of the claim (e.g., Draft).
Adding Claim Lines: Users are prompted to click the ‘+’ button within the Claim Lines tab to input detailed expense information. This step is essential for itemizing costs and attaching supporting documentation.
Each line represents an individual expense, ensuring clear and organized documentation.
...
Step 3: Filling in Claim Line Details
Once the Claim Line Edit side page opens, users are required to provide the following details:
Claim Category:
Overview: Our system offers a total of 30 claim categories, including 5 entitlement claims. However, it's important to note that not all claimants may have access to certain entitlement. Entitlement categories are defined by organizational policies and are assigned based on criteria like job roles, employment levels, or contract terms. For example, certain healthcare benefits may only be available to full-time employees or those in specific positions. Claimants should refer to their HR or administrative team for details on their eligibility.
Why It Matters: Ensures that the claim is processed under the correct policy rules and aligns with organizational reimbursement policies. Selecting an accurate category prevents delays in approval and facilitates proper expense tracking.
Entitlement Claim Categories:
Healthcare Benefits - Optical: Covers expenses for optical care, such as glasses or contact lenses.
Healthcare Benefits - Other Medical Benefits: Includes additional healthcare-related expenses.
Professional Study Scheme: Supports costs related to approved professional courses or certifications.
Professional Subscription: Covers membership fees for professional organizations or societies.
Non-Entitlement Claim Categories:
Accommodation: Reimbursement for lodging expenses during work-related travel.
Bank Charges: Covers transaction fees incurred for work purposes.
Entertainment: Expenses for business-related entertainment activities.
Travelling - Day Trip Allowance: Reimbursement for day trips without overnight stays.
Travelling - Mileage: Travel costs based on distance, with options for "By Car" or "By Motorcycle."
Travelling - Office Parking: Covers parking fees incurred while visiting the office or other locations for work purposes.
Travelling - Outstation Allowance: Reimbursement for overnight stays during domestic travel.
Travelling - Overseas Allowance: Separate categories for ASEAN and Non-ASEAN countries, covering international travel expenses.
Travelling - Toll, Public Transport, Visa, Petrol, Air Fare: Comprehensive coverage for various travel-related expenses.
TEST: Reserved for testing purposes or unique cases.
Claim Item:
A sub-selection within the chosen claim category. For example, under "Travelling - Mileage," users can choose "By Car" or "By Motorcycle."
Why It Matters: Ensures precise classification of expenses, aiding supervisors in understanding the specific purpose of the claim.
Cost Incurred Date:
The date range during which the expense occurred.
Why It Matters: Accurate date tracking helps verify that the expense falls within an eligible period for reimbursement.
Description:
A text field for users to provide detailed information about the claim.
Why It Matters: Enables users to explain the nature of the expense, and ensure proper documentation for verification.
...
Step 4: Selecting Chargeable or Non-Chargeable
Upon selecting a Non-Entitlement Claim Category, users will encounter two options: Chargeable and Non-Chargeable. These options allow users to categorize the expense based on its funding source or purpose.
Explanation of Each Option
Chargeable Claims
Definition: Claims that can be charged to an engagement, such as project-specific expenses.
When to Choose: Select this option if the expense is directly linked to a specific engagement or client project.
Outcome: Enables the Engagement field for users to specify the relevant project or client. This ensures that the expense is billed to the appropriate entity and not absorbed by the company’s internal cost center.
Non-Chargeable Claims
Definition: Claims that are allocated to the company’s cost center instead of an external engagement.
When to Choose: Use this option for operational or administrative expenses that are not tied to specific projects, such as internal meetings, training sessions, or non-client-related travel.
Outcome: Enables the Cost Center field, ensuring that the expense is accounted for internally.
| Info |
|---|
If an Entitlement Claim Category (e.g., Healthcare Benefits - Optical) is selected, only the Non-Chargeable Entitlement option will be displayed as entitlement claims are non-chargeable by default. |
Why These Options Are Important
Categorizing claims as chargeable or non-chargeable ensures alignment with the organization's financial policies and billing structures.
Clear distinction between project-related and operational expenses facilitates accurate reporting and accountability.
Proper categorization speeds up the approval process and reduces errors in financial reconciliation.
...
Selecting ‘Chargeable’ will enable the ‘Engagement’ list for you to choose from later.
While selecting ‘Non-Chargeable’ will enable the ‘Cost Center’ list for you to choose from later.
...
Step 5: Uploading Receipts and Auto-Population
Upload Receipt:
Click Choose File and select the receipt from your device.
Use the Upload button to activate the Optical Character Recognition (OCR) feature. This feature captures receipt details like:
Claim Amount
SST Amount
Claim Amount After SST
Vendor Name
Receipt Date
Receipt Number
...
| Info |
|---|
Please be reminded that OCR is not 100% accurate, sometimes it may capture incorrect or missing information. User must correct the responding field should that happen. |
...
Step 6: Finalizing Engagement or Cost Center
Engagement List: Appears for chargeable claims. Select the relevant project or client.
Cost Center List: Appears for non-chargeable claims. Categorize the expense internally.
| Info |
|---|
When accessing the Engagement list, users may experience slight delays as the system loads thousands of engagements. Patience is recommended during this process. |
Step 7: Split Chargeable Claim
In certain scenarios, users may need to split a claim across multiple engagements or cost centers. This functionality ensures that expenses are accurately allocated, especially when tied to multiple projects or internal departments.
...
Outcome: After splitting, multiple claim lines will be created under the claim header. Each line will correspond to the selected engagement or cost center, ensuring clear and accurate allocation of expenses.
Why Use Claim Splitting?
Allows for precise distribution of expenses across relevant projects or departments.
Ensures all stakeholders understand how expenses are allocated.
Simplifies reporting and approval processes by breaking down claims into manageable segments.
Step 8: Claiming Under an Event
The system also provides the option to submit non-chargeable claims under an event. This feature is particularly useful for organizations where specific expenses are associated with defined events or projects.
...