Creating a claim and linking it to a card

Card Setup 

Before creating a claim, ensure your card has the right cost categories assigned. You can do this by:

• Setting categories when creating a new card using the 'Cost Categories' field

• Editing an existing card to update its categories

Creating a New Claim

1. Navigate to 'Claims' in the top right corner of the Expense Management Screen

2. Click 'Create Claim'

3. Enter the claim details:

   • Claim name

   • Date

   • Coverage period

4. Select the employee/user for the claim

5. Link a card to the claim (Note: The card must be assigned to the selected employee)

6. Set the claim budget

Once submitted, the claim will appear in your list with an 'Open' status.

Managing Expenses

• Expenses from the linked card will automatically be added to the claim and count toward the budget

• To manually add expenses to the claim:

  1. Find the expense in the main 'Expenses' screen

  2. Click 'Edit' in the sidebar menu

  3. Select the claim you want to assign it to