Hello! This article is designed for employees who are looking for guidance on how to submit claims smoothly and without any hassle.
Before getting started, please ensure that your Admin have:
Granted you access to the Claim module
If you are unsure, kindly check with your Admin to ensure everything is set up correctly.
This article covers:
A. Submitting Claims via Mobile App
Log in to your mobile app
If you are unsure how to log in, please refer to the login guide.Access the Claim section
Tap the Hamburger icon and select Claims, or
Tap Claims from the bottom navigation bar
Start a new claim submission
Tap the + icon.Upload your receipt
(a) Take a photo directly, or
(b) Upload from your device, or
(c) Skip for now and proceed
Fill in the claim details
Upload Receipts: If you skipped uploading earlier, you can upload it here. Note that maximum file size is 10MB
(Note: If required by Admin, submission cannot proceed without a receipt)
Claim Type: Select the appropriate type
(If unavailable, you may not have the required permission or a claim type has not been assigned-please check with your Admin.)
Category: Select the relevant category
Receipt Date: Choose from the calendar
Amount: Enter the claim amount
GST: Tick the checkbox if applicable (auto-calculated)
Remarks: If the Admin has enabled remarks, you will need to complete the fields provided. If a red asterisk is displayed, it means the field is mandatory and must be filled in.
Submit your claim
Tap Submit once all details are completed.Confirmation
Your claim will appear in the list along with its status.
B. Viewing and Cancelling Claims via Mobile App
Open the mobile app
Navigate to Claims
Select a claim from the list to view details
Scroll down and tap Cancel Claim (if permission is granted)
Confirm by selecting Cancel Claim
C. Submitting Claims via Web Portal
Log in to your account
Access your account via the web portal.Navigate to My Claim
Click My Claim from the left-side menu.Create a new claim
Click + Submit Claim.Upload your receipt
Upload a file or skip and proceed.Fill in the claim details
a. Paying Company: Select the company responsible for reimbursing the claim.
b. Claim Type: Choose the claim type (If unavailable, you may not have the required permission or a claim type has not been assigned-please check with your Admin.)
c. Date of Expenditure: Select from the calendar date-picker
d. Category: Choose the category
e. Amount: Enter the amount
f. GST: Tick if applicable (auto-calculated)
g. Remarks: If the Admin has enabled remarks, you will need to complete the fields provided. If a red asterisk is displayed, it means the field is mandatory and must be filled in.
h. Upload Receipts: Maximum file size is 10MB. (Note: If required by Admin, submission cannot proceed without a receipt)
Submit your claim
Click Submit once completed.Confirmation
Your claim will be submitted and visible in the claims list.
D. Viewing and Cancelling Claims via Web Portal
Log in to your web portal
Go to My Claim
View your claim list
Click the three-dot icon and click Claim details to view details
To cancel (if permission is granted):
Open the claim details
Click the three-dot icon and select Cancel Claim
Great! You are now ready to confidently submit and manage your claims on both the mobile app and web portal. Keep exploring the features and make the most out of your claim experience! 🚀
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.