Claim your expenses in minutes
Spent money on behalf of the company? Submit a claim in Officaid and get reimbursed. The process is straightforward: fill in the details, upload your receipt, and send it for approval.
Before You Begin
Make sure you have:
- Your receipt ready to upload (photo or digital copy)
- The expense date and amount from the receipt
- An idea of which claim type matches your expense
Step-by-Step Guide
- 1 Navigate to Me → My Claims and click the New Claim button in the top right corner.
- 2 Select a Claim Type from the dropdown. Choose the category that best matches your expense, such as Transport/Travel Expenses or Meals & Entertainment Expenses.
- 3 Enter the Expense Date when the purchase was made. This should match the date on your receipt.
- 4 Enter the Amount you're claiming. Make sure this matches your receipt.
- 5 Select the Currency if your expense was in a foreign currency. Officaid will show the conversion rate and converted amount.
- 6 Toggle Taxable if this expense should be considered taxable. Leave it off if you're unsure.
- 7 Add Remarks to describe what the expense was for. Be specific to help approvers understand the claim.
- 8 Upload your Receipt by dragging and dropping the file, or click Select File to browse your device.
- 9 Review your details and click Submit Claim when ready.
Understanding the Form Fields
Here's what each field means:
- Claim Type categorizes your expense for reporting and budget tracking
- Expense Date is when the purchase occurred, not when you're submitting
- Amount is the exact value from your receipt
- Currency defaults to your company's base currency but can be changed
- Taxable indicates if the expense has tax implications
- Remarks provides context for approvers reviewing your claim
- Receipt is your proof of purchase
After Submitting
Once you click Submit Claim, your expense enters the approval queue with a Pending status. You can see it in your Overview tab under the Pending section, where you can edit or cancel it until it's approved.
Frequently Asked Questions
No. Officaid does not have a draft feature for claims. When you click Submit Claim, the claim is submitted immediately for approval. Make sure all your details are correct before submitting.
Officaid accepts common image formats like JPEG and PNG, as well as PDF files. If you have a paper receipt, take a clear photo with your phone and upload the image.
The claim will still be submitted for review. Your manager or HR can decide whether to approve it as an exception. You'll see if you're over your limit by checking the Claim Balances panel before submitting.
What's Next?
Continue learning about the claims process:
- Uploading Receipts for tips on receipt uploads
- Claiming in Foreign Currency for multi-currency expenses
- The Claim Approval Process to understand what happens next