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Chapter 06 · Claims

Claims

Submit expenses, approve them, mark them paid, and set up claim categories.

Everyone

Open Claims to see each category with its monthly limit and how much is left.

my.workived.com/claims
The Claims page with category budgets and claims waiting for approval and payment123
The Claims page.
  1. Categories with the monthly limit left. Select one to submit a claim.
  2. Claims waiting for approval.
  3. Approved claims waiting to be paid.

Submit a claim

  1. Select a category, for example Transport.
  2. Enter the amount, the date and a description.
  3. Attach a receipt if you have one.
  4. Select Submit Claim.
my.workived.com/claims
The new claim form with amount, date, description and receipt upload12345
The new claim form.
  1. Amount in your company currency.
  2. Date of the expense.
  3. Describe what the expense was for.
  4. Attach a receipt: JPG, PNG or PDF, up to 10 MB.
  5. Submit the claim.

Approve and pay

  1. Under Needs Approval, approve or reject each claim.
  2. Approved claims move to Pending Payment. Once you have paid the person, select Pay to mark it as paid.

Change claim categories

Select Settings on the Claims page to manage categories and their monthly limits.

my.workived.com/claims/categories
The Claim Categories page with five categories and their monthly limits1234
The Claim Categories page.
  1. Import ready-made category templates.
  2. Add your own category.
  3. Each category shows its monthly limit and whether a receipt is required.
  4. Edit or delete a category.

Need a hand?

Email my@workived.com and we will help you out.

Open Workived