reimbursement (claim approval)
DESCRIPTION
Cloud based reimbursement management app designed to cut costs, reduce waiting time & maximize profits.TRANSCRIPT
Reimburse
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Cloud based reimbursement management app designed
to cut costs, reduce waiting time & maximize profits
User Guide
Claim Approval
This KnowHow Explains
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Overview
Claim Approval
Overview
Web based app designed to deliver better pay for staff with no extra cost to employers.
A broad view of your entire benefit & expense process from a single integrated system.
Access, request, & approve Claim Requests 24/7 from anywhere in the world.
Automatic processes guarantees FBT compliance reduces risk & minimizes human inaccuracies.
Each employee can be assigned with unique benefits and menus based on their job and salary.
Automated emails trigger requests for approval & claims processing.
Supports up to two levels of approval.
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Claim Request
Log into MBPCloud.com „Reimburse‟ application.
In MBPCloud Home page, click Reimburse app icon
You‟ll be directed to Reimburse app page.
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Enter your MBPCloud login
credential
Claim Request
Reimburse Submenus
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Welcome brief description about Reimburse app.
KnowHow user guide on how to use Reimburse app.
Request submit your claim request.
List list of all your claim requests with their status.
Claims Process process & audit claim requests.
Claims Report generate reports of your claims.
Overview
Once claim request has been submitted, an automated email is sent to the Reimbursement Approver
requesting approval of request.
Approvals can be done through the claims list.
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Overview
Claims List
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In Progress your partially filled & saved forms will be listed here.
All Status your submitted claim requests will be listed here.
Pending claim requests of users awaiting your approval will be listed here.
Approved claim requests approved by you will be listed here.
Declined claim requests declined by you will be listed here.
Archived all your archived claims will be listed here.
Overview
Go to Pending to approve/decline the claim request received.
Click “Approve” button in Pending List to approve the claim request.
Click “View” button to review claim details and approve/decline the request, or to raise a query.
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Decline claim
Approve claim
Enter query here
Select user to send query
Click to send query
Overview
Go to Pending to approve/decline the claim request received.
If approved, the claim request will be moved from the Pending List to Approved List
If declined, the claim request will be moved from the Pending List to Declined List
Approval response will be sent to the requester as an automated email.
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Overview
If there is a second level of approval, then once the request has been approved by Approver 1, an email is
sent to Approver 2 requesting approval of request.
Same process to be followed as explained in Slide #8.
Approval response will be sent to the requester as an automated email.
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Overview
Once the approval process is complete, payroll Process & Audit will start.
Payroll Process
On final approval of claims request, the authorised payroll processor will receive a notification email to
process the claim request.
This is done through the Claims Process List.
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Overview
To process claim request, go to “Claims Process” submenu.
Directs to the Claims Process List.
• Click “Process” button to process the claim request & enter the date on which claim processed.
• Click “View” button to view claim request details.
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Overview
Payroll Audit
Once processed, an email is sent to the authorised payroll auditor requesting to audit the processed claim
request.
This is done through the Claims Process List.
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Overview
To audit claim request, go to “Claims Process” submenu.
Directs to the Claims Process List.
• Click “Audit” button to audit the claim request.
• Click “View” button to view claim request details.
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Approval Process Ends Here
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THANK YOU!
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For further information please contact
T : 1300 276 266
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