How to filter the Claims dashboard

Use the filtering section on our Claims dashboard to:

  • Review pending claims
  • Pay approved Claims
  • See paid and rejected claims
You can also filter by:
  • Budget (Claim category)
  • Dates
  • Specific employee/user

To filter your view based on claims waiting to be reviewed, you can click on "review pending claims"

To view claims approved but waiting for payment, click "Pay approved claims". This will take you to a new section where you can go through the claims approved and decide which you would like to pay. Note: you can pay one by one or in bulk!

For deeper filtering by dates, employee or category (budget) click on the "MORE FILTERS" button on the right-hand side. 

 

Learn more for approvers in our video below:

HubSpot Video

Questions? Please let us know here or chat with us during business hours (Mon - Fri, 9.30 AM - 6:30 PM SGT) by clicking on the green chat bubble on the lower right-hand side.