Expenses
Claims that arrive complete: receipt attached, policy already checked.
Submission, policy check, approval and reimbursement in a single trail. An out of policy line names the rule it broke rather than coming back as a generic rejection.
Flights to the Cork site visit
Policy limit 1,500.00 per claim
Mileage line does not match the trip log
Policy limit 150.00 per claim
Payroll certification course
Policy limit 400.00 per claim
This claim is over the category limit by 50.00 and has to be decided on its own.
What it does
What it takes to close a claim once, with the evidence still attached.
Category caps by grade, site and country, enforced at submission. A breached line names the rule, so the claimant can fix it without a conversation.
Distance and day rates held per country with effective dates, so an old claim is priced at the rate that applied when the travel happened.
Claim in the currency spent. The claim converts at the policy rate and reimburses in the pay currency, with both amounts shown on the line.
Photo or file held against the line, visible to every approver in the chain, retained with the claim for audit.
Through the next pay run as a non taxable line, or as a separate payment. Either way the claim closes with a reference the employee can see.
A queried claim returns with the specific line marked and the question attached, keeping the exchange on the claim and out of a mailbox.
What it reads and writes
No copies of the people list. This module reads the record and hands its approved output to the next one.
Who sees what
Access is scoped by role and reporting line, not granted per screen.
- Employee
- Their own claims, with receipts and the status of each one.
- Manager
- Claims from their line, with the policy check already applied.
- Finance
- Every claim, plus policy rates, limits and the reimbursement route.
- Auditor
- Read only access to closed claims with receipts and trail.