Employees & managers
Everyone knows what happens next.
Submit a claim, answer a question or review an assigned approval—from a desk or a phone.
Start with what needs doing.
Useful starting tasks—not a blank chat box.
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01
Submit my claim for review
Add the receipt and details, and send the claim to the person who reviews it.
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02
See approvals assigned to me
Find the requests waiting for your decision, with their evidence.
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03
Set up temporary delegation
Cover an absence by delegating within your own authority.
What matters to employees and managers.
A clear path for both sides of a claim.
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Simple claims
Submit with the receipt and see where the claim stands.
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Questions in context
A reviewer’s question stays on the claim, so you can answer it there.
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Assigned approvals
Managers see requests waiting for them with the evidence to decide.
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Absence cover
Delegate for a set period within the scope you already hold.
From claim to decision.
What the person submitting and the person approving each see.
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1. Capture
Add the receipt from your phone or desk.
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2. Submit
Send the claim to your reviewer.
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3. Review
The approver sees the claim, the evidence and any policy flags.
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4. Decide
Approve, decline or ask a question.
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5. Follow up
Everyone sees the status and who decided.
Decisions you can trust
Approvers see what they need.
Each request shows the original document, the details and its history, so decisions are based on evidence. Approval and payment are tracked as separate states.
- Evidence beside the request
- Status visible to the submitter
- Delegation with start and end dates
- Works on desktop and mobile
Authority is never widened.
Delegates and AI stay inside the rules.
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Delegation has limits
A delegate can act only within the delegation and their own authorised access.
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Real decision-maker recorded
The history shows who actually decided, not only who was absent.
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AI cannot approve
The assistant can prepare, but approval stays with a person who has permission.
Questions from this audience.
Can I check the status of my claim?
Yes. The claim shows its current state and the history of decisions and questions.
Who can I delegate to?
Delegation depends on your workspace settings. A delegate can never exceed your authority or their own access.
Can I use it on my phone?
The product is designed for desktop and mobile use.
See it with sample data.
Try the workflow first, or start with your own workspace.