Like the edelweiss that blooms where few things grow, a good claim process should hold up under pressure. ClaimPro walks each receipt from first draft to final payment, and everyone sees where it stands.
Follow the journey from receipt to reimbursement. Scroll through the chapters, or choose a step to jump ahead.
The claim journey01 / 05
General claimDraft
A receipt becomes a record.
Taxi receipt
Attached
Hotel invoice
Attached
Car park ticket
Attached
Items, evidence and mileage, gathered in one draft.
The right people, in order.
1
SupervisorFirst review, when assigned
2
ApproverFinal review
A signed email link brings the claim to each reviewer.
A name behind the signature.
Authorizer
Selected by approver
Designation
Stored on claim
Printed record
Ready for signature
The digital record follows through to the printed form.
Paid. Closed. Still on record.
1
Pending ReimbursementPDF downloads counted
2
ClosedPayment completed
The claim is closed; its journey stays visible.
Advance now. Settle with a claim.
1
Request & approveThe same approval chain
2
Acknowledge receiptConfirmed by the applicant
3
Link to a claimTrack the advance offset
What was advanced connects to what was spent.
Receipts attached · Ready when you are
Illustrative workflow · No live claim data
Chapter 1 · The receipt
It starts with a crumpled receipt.
A colleague returns from a client visit with taxi stubs, a hotel invoice and a car park ticket. They open a new claim and it begins life as a Draft, so nothing is lost while they gather the rest.
Each expense becomes a claim item with its type, cost centre and attachments. For own-vehicle trips they log the distance, and the mileage is worked out from the rate tiers the admin has set up.
Claim itemsAttachmentsMileage tiersMedical claims
Chapter 2 · The chain
Submit, and the path is already drawn.
When the claim is submitted, ClaimPro takes a snapshot of the claimant's approval chain: an optional supervisor first, then the final approver. Medical claims go to the approver only.
The claim moves to Under Verification. Each approver gets a signed email link to review and decide. If a step needs another look, it can be reverted or rejected with remarks, and the claimant can see why.
On a general claim, the final approver chooses an Authorizer, the person who signs the printed record with ink. Their name and designation are stored on the claim, so the paper trail matches the system.
Authorizer & designationPrintable claim PDF
Chapter 4 · The reimbursement
Pending Reimbursement, with nothing hidden.
Once approved, the claim waits for payment. When someone other than the owner downloads the PDF, the print is logged and a green or red badge shows how many times it has been printed. That helps the team avoid paying the same claim twice.
After payment the claim is Closed. Every step stays on record.
Print count badgeClosed & auditable
Chapter 5 · The advance
Sometimes the money has to go first.
Advances follow the same pattern: request, approval chain, acknowledgement, then a link to the claim that settles it. What was advanced and what was spent end up side by side.
Advance requestsApproval chainLinked to claims
Built for the people on both sides of a claim
The same system serves claimants, approvers and HR, each with the screens they need.
01
Claims & advances
Draft, edit and submit expenses with attachments and cost centres.
02
Approval queue
Approvers get one list of what is waiting for them, with the full claim detail.
03
Email approvals
Signed, tamper-proof links let approvers review from their inbox.
04
Roles & permissions
Departments, roles and per-user approval assignment, managed in one place.
05
Mileage rate setup
Rate tiers are maintained by admin, so a policy change is a setting and not a code change.
06
Open receipts
Hold receipts as they come in and turn them into claim items later.
Ready to follow your next claim?
Sign in with your work account and start your first draft.
ClaimPro