As an Admin, you have the authority to review and take action on claims submitted by employees. This includes viewing details, making edits if necessary, and approving or denying claims accordingly. This guide will walk you through the steps in the Admin Portal.
Steps to approve claims
From the side navigation, go to Claims > All Claims
You will be directed to the All Claims page, where all submitted claims are listed
Reviewing and editing claims
To view claim details:
Click the three-dot icon and select View
To edit a submitted claim:
Click the three-dot icon and select Edit
Taking action on claims
Select the claim(s) you wish to take action on by ticking the checkbox
To select all claims, tick the checkbox next to the Employees column
Choose the appropriate Action (e.g. Approve or Deny)
Once completed, the claim status will be updated from Pending to Approved or Denied
Great job! Keeping your claim approvals timely and well-managed ensures a smooth reimbursement process and strengthens trust across your team. With a consistent approach, you’ll maintain both accuracy and transparency effortlessly.
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.