Introduction

The Claims Assist is a comprehensive tool designed to streamline the process of managing expenses within an organization. It allows users to easily submit and track expense claims, provides administrators with oversight and control, and ensures compliance with company policies and procedures. This documentation serves as a guide for users and administrators on how to effectively utilize the features and functionalities of the Claims Assist.

Welcome to the all-new claim Assist

At Claims, we constantly strive to exceed customer expectations and deliver an unparalleled user experience. We are therefore, pleased to welcome you to the culmination of our efforts so far - The all-new Claim Assist.

The all-new Claim Assist sports a new role-based interface, user-centric enhancements, and advanced features that are bound to make it the mainstay of your organization's travel and expense management.

About this guide

We understand that adapting to change, no matter how invaluable, may be a bit daunting. This guide will help you understand the new user-interface, features, and enhancements that make up the all-new Claim Assist, and help facilitate a smooth transition for you and your organization.

Apart from this guide, you can also contact support at [support email/phone number] for further information or help.

Introducing role-based views

The most significant change in the all-new Claims is the introduction of role-based views - My View and Admin View.

To improve accessibility and ease of use, features and functionality frequently used by all users in the organization are grouped under My View. Organizational, admin-level functionalities used by select users are now under the Admin View.

In other words, My View allows users to manage their individual travel and expense management within the organization. Admin View allows admins to configure, customize, automate, and control overall spend in the organization.

My view

My View is a view available for all users in the organization that is dedicated to their individual travel, expense reporting and approval functions, and more. All functionalities and information you see in this view, pertain to your individual business travel and expense management within the organization.

Within each module in My View, a list of your pending tasks is shown prominently. This helps you to easily stay on top of your business travel and expenses any time and all the time.