Employee claims
Record the person, date, amount, and purpose.
PLETOX / EXPENSES & REIMBURSEMENTS
Work expenses, in order.
From receipt to reimbursement.
Bring employee claims, receipts, approvals, and payment records together. Give your people a clearer process and your reviewers the complete picture.
Acme IndustriesEmployee expenses / SeptemberCLAIMS. DECISIONS. PAYMENT RECORDS.
A clearer picture of employee expenses.
Submitted claimsRs. 6,000
ApprovedRs. 4,800
Awaiting reviewRs. 1,200
| Employee / claim | Amount | Evidence | Approval |
|---|---|---|---|
| Asha ShahEXP-024 / Client visit travel | Rs. 3,600 | 2 receipts | Approved |
| Neha PatilEXP-025 / Field travel | Rs. 1,200 | 1 receipt | Pending |
| Riya DesaiEXP-026 / Client meeting | Rs. 1,200 | 1 receipt | Approved |
Approved claimsRs. 4,800
Recorded as paidRs. 3,200
RemainingRs. 1,600
| Employee / claim | Claim amount | Paid | Remaining |
|---|---|---|---|
| Asha ShahEXP-024 / Online | Rs. 3,600 | Rs. 2,000 | Rs. 1,600 |
| Riya DesaiEXP-026 / Cash | Rs. 1,200 | Rs. 1,200 | Rs. 0 |
Pending claims are excluded. Recorded transactions do not initiate bank transfers.
LESS CHASING. BETTER CONTEXT.
Every receipt has a reason.
Every claim has an owner.
Keep employee spending connected to the people, decisions, and payment records behind it.
Receipt uploads
Keep multiple supporting files with each claim.
Custom fields
Capture additional details your process needs.
Fuel claims
Record vehicle, distance, and fuel-rate details.
Sequential approvals
Follow your configured approval hierarchy.
Submission controls
Apply enabled payroll-month claim locking.
Payment records
Capture transaction amounts, dates, and modes.
Outstanding amounts
Distinguish paid amounts from the remaining balance.
Permission-based access
Give authorized employees and reviewers the right access.
EVERY CLAIM, WITH ITS CONTEXT
Less paperwork.
More complete claims.
Bring the employee, expense date, amount, and supporting receipts into a single record that is ready to review.
Start with the employee
Record expenses against the right person and date.
Keep the evidence together
Attach multiple receipts with the claim description and reference.
Capture your additional details
Use configured custom fields for the information your team needs.
Available fields and actions follow your organization setup and permissions.
AS
Asha ShahOperations / Nashik
Approved- Expense date
- 18 September 2026
- Claim amount
- Rs. 3,600
- Reference
- VISIT-024
- Description
- Client visit travel
Travel receiptRs. 2,800 / PDF
AttachedLocal transport receiptRs. 800 / Image
AttachedThe supporting files stay with the employee claim.
FOR THE WORK THAT TAKES YOU OUT
On the road.
On the record.
Keep fuel claims connected to the employee doing the travelling, with the details reviewers need to understand the expense.
Capture the vehicle type
Record bike or car details in the enabled petrol-bill workflow.
Bring in the trip distance
Keep entered kilometres alongside the claim for review.
Record the fuel rate
Use your configured fuel-claim process instead of disconnected calculations.
Fuel claims must be enabled. Entered distance is not proof of a verified GPS journey.
Neha PatilField travel / 19 September
Pending- Vehicle type
- Car
- Entered distance
- 120 km
- Fuel rate
- Rs. 10 / km
- Claim amount
- Rs. 1,200
Fuel receiptSupporting document attached
1 fileReady for review
Check the entered trip details and receipt against your fuel policy.
120 km x Rs. 10 per km = Rs. 1,200. Sample rate only; your organization determines the applicable rate.
THE RIGHT PEOPLE, IN THE RIGHT ORDER
A clear review.
At every level.
Move claims through your configured approval hierarchy, keeping the receipt and request context close to each decision.
Define the review sequence
Set ordered approval levels for your company.
Use organizational roles
Route through configured manager, department, HR, or director levels.
Keep the decision separate
An approved claim is ready for the next step, not proof of payment.
Approval flows are configurable. If disabled, claims follow the automatic approval setting.
AS
Client visit travelAsha Shah / Rs. 3,600
- 01
Claim submitted
Expense details and two receipts included.
18 Sep / Asha Shah - 02
Manager reviewed
Purpose and supporting receipts checked.
19 Sep / Level 1 approved - 03
HR approved
Final decision recorded for this claim.
20 Sep / Level 2 approved
Sample two-level sequence. Your configured hierarchy determines the actual reviewers.
FROM APPROVED CLAIM TO RECORDED PAYMENT
Know what is paid.
And what is still due.
Keep payment records alongside the reimbursement so finance and HR can distinguish the claim amount from the amount recorded as paid.
Record each transaction
Capture the date, amount, and payment reference.
Keep the payment mode visible
Record salary, cash, online, or cheque as appropriate.
Review the remaining balance
Track payment progress separately from the approval decision.
Recording a payment does not initiate a bank transfer. Salary treatment follows your configured payroll process.
AS
Asha ShahClient visit travel
Partly paid- Approved claim
- Rs. 3,600
- Recorded as paid
- Rs. 2,000
- Remaining balance
- Rs. 1,600
- Payment date
- 21 September 2026
- Mode
- Online
- Reference
- PAY-091
- Transaction amount
- Rs. 2,000
A recorded payment reference, not a live bank confirmation.
PART OF YOUR PEOPLE OPERATIONS
Connected to your people.
Accounted for in your process.
Bring reimbursement context into the HR and work processes your team already uses.
BEFORE THE NEXT CLAIM
Your reimbursement questions,
answered.
From supporting receipts to approval and payment records.
Book a demoAn expense date, amount, description, reference, and supporting receipts. Additional information can be captured through configured custom fields.
Yes. The reimbursement form supports multiple receipt uploads so related evidence can stay with the claim.
Yes, when petrol-bill claims are enabled. The workflow captures vehicle type, trip distance, and fuel rate. Calculation and review follow your configured process.
Yes. Company settings support sequential approval levels using configured organizational roles, including managers, department reviewers, HR, and directors.
No. Approval and payment are separate. Payment transactions record the amount paid and allow the outstanding balance to be reviewed.
Payment records support salary, cash, online, and cheque modes, with a date, amount, and reference. Recording a transaction does not execute a bank transfer.
Company settings include reimbursement locking by payroll month. Confirm the applicable submission window and payroll treatment during setup.
Access follows the enabled module and user permissions, with employee, team, or broader visibility where authorized. Approval and payment actions require the relevant access.