In certain situations, an Admin may need to submit a claim on behalf of an employee. This can be helpful when assisting employees with administrative tasks or ensuring claims are submitted promptly.
In this article, we will guide you through the steps to apply for a claim using an Admin account.
Steps to Submit a Claim as an Admin
From the side navigation menu, click Claims > Submit New Claim.
The system will display a pop-up to upload the claim receipt.
You may upload a receipt immediately, or
Click Skip Upload to proceed with filling in the claim details first.
Note: Even if you skip this step, you will still be able to upload the receipt later on the claim submission page.
You will then be redirected to the Submit Claim page. Fill in the required information:
a. Employee Name
b. Claim Type
c. Paying Company: Choose which company this claim will be paid from.
d. Claim Category
e. Date of Expenditure
f. Upload Receipt
g. Amount (inclusive of GST, if applicable)
If the claim includes GST, tick the GST checkbox.
Once selected, the system will automatically populate the GST amount.
Click Submit to proceed with the claim submission.
After submission, the claim will appear on the All Claims page.
Great job! You have successfully learned how to submit a claim using an Admin account. This feature helps ensure claims can be submitted efficiently whenever employees require assistance.
Still exploring? Head over to our Help Centre for more in-depth guides and FAQs.
If you have any questions, feel free to reach out to us at support@gutsyhq.com. We'll get back to you from there.