Find any claim quickly
Sometimes you need to look up a specific claim, check an employee's claim history, or review all approved claims for a particular period. The All Claims tab gives you access to every claim in your system with powerful filters to narrow down exactly what you need.
Accessing All Claims
- 1 Navigate to Team from the left sidebar.
- 2 Click Claims from the submenu.
- 3 Click the All Claims tab.
Understanding the Display
The All Claims tab shows claims in a table format. Each row displays:
- Date of the purchase.
- Employee name.
- Claim Type such as Health Expenses, Transport/Travel Expenses, or Office Expenses.
- Amount in the relevant currency.
- Remarks showing any notes the employee provided.
- Status displayed as a colored badge.
- Receipt with a paperclip icon to quickly access the attached documentation.
Click on any row to open the Claim Request Details popup for that claim.
Available Filters
A row of filters at the top of the tab helps you narrow down the results:
- Search lets you type keywords to find specific claims.
- Year filters by the year of the purchase, with options for the current year, all years, or a custom date range.
- Status filters by claim status: All, Pending, Approved, Rejected, or Paid.
- Employee filters by a specific team member using the dropdown.
- Claim Type filters by claim category.
Using Year Filters
The year filter offers several options:
- Current year (e.g., 2026) shows only claims from this year.
- All shows claims from all time.
- Custom lets you specify a date range to view claims between specific dates.
Accessing Receipts Directly
The Receipt column shows a paperclip icon for each claim. Click the icon to quickly open the Claim Request Details popup where you can view the receipt image. This provides fast access to documentation without needing to navigate through multiple screens.
Viewing Claim Details
When you click on a claim record, the Claim Request Details popup opens showing the full information:
- Employee name and ID.
- Claim type and Expense Date.
- Amount and remarks.
- Receipt image with option to view full size.
- History showing submission and any subsequent actions.
- Approval details for processed claims.
For pending claims, you can approve or reject directly from this popup. For approved claims, you will see the approval details. For paid claims, a View Payment button links to the payable record in Finance.
Common Uses
Here are some typical ways to use the All Claims tab:
- Check an employee's claim history by filtering by their name to see all their submissions.
- Review pending approvals by filtering by Pending status to see what needs action.
- Audit specific claim types by filtering by Claim Type to review patterns in a category.
- Prepare reports by filtering by date range and reviewing the relevant records.
- Verify paid claims by filtering by Paid status to confirm reimbursements were processed.
Frequently Asked Questions
Use the Custom option in the year filter. Set the start date to the first day of the month and the end date to the last day. The table will show only claims within that period.
The All Claims tab shows individual records. For spending totals by category, use the Claims Summary section on the Overview tab, which aggregates approved claims.
Approved claims have been accepted but not yet reimbursed. Once payment is recorded in Finance → Expenses → Payables, the status automatically updates to Paid.
What's Next?
Explore related claims features:
- Claim Statuses Explained breaks down what each status means.
- Approving Claim Requests covers handling pending claims.
- How Claims Become Payables explains the Finance connection.