Reimbursement (Claim Request)


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Cloud based reimbursement management app designed to cut costs, reduce waiting time & maximize profits.

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Reimbursement (Claim Request)

  1. 1. Reimburse Cloud based reimbursement management app designed Claim Request to cut costs, reduce waiting time & maximize profits User Guide Reimburse 1
  2. 2. This KnowHow Explains  Overview  Claim Request Reimburse 2
  3. 3. 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. Reimburse 3
  4. 4. Claim Request Log into „Reimburse‟ application. Enter your MBPCloud login credential In MBPCloud Home page, click Reimburse app icon You‟ll be directed to Reimburse app page. Reimburse 4
  5. 5. Claim Request Reimburse Submenus  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 Report generate reports of your claims. Reimburse 5
  6. 6. Claim Request Submit claim request To submit a claim request, click “Request” submenu. You‟ll be directed to the claim request section Here, you‟ll find the Claims Menu with list of items assigned to you (refer screenshot in next slide). Items will be assigned under 2 categories – Benefits, Expenses. To view items assigned under each category, click the respective radio button under „Claims Menu Type‟. Reimburse 6
  7. 7. Claim Request Claims Menu Reimburse 7
  8. 8. Claim Request Useful information In the Claims Menu, you‟ll find the below icon. These are useful information about each item. Click on icon to view information. information about the item example on how to claim this item qualification required for claiming this item raise a question regarding Reimburse app to MBPCloud team Reimburse 8
  9. 9. Claim Request Follow below Steps to submit your Claim Request: Step 1: Select a „Claim Menu Type‟ Step 2: Choose Payment method For each item you wish to claim, choose payment method (allowance/ direct pay/ reimburse) if not preselected and click “Claim” button. Reimburse 9
  10. 10. Claim Request Step 3: Qualification Acknowledgement • Qualification acknowledgement to claim that item will pop-up. • Confirm you qualification by clicking “Accept” button. Once accepted, you will be directed to the Claim Request Form of the selected item. Note: This is a one time process. Acknowledgement is required only during the first time of claiming the item. Not required for subsequent claims of the same item. Reimburse 10
  11. 11. Claim Request Step 4: Fill & Submit Claim Form • Fill the claim request form & submit. • Repeat same process for other items you wish to claim. • Once the claim request has been submitted, an automated email is sent to the Reimbursement Approver requesting approval of the claim request. Reimburse 11
  12. 12. Claim Request Note: Updating items details of recurring claims • If you want to update details of one of your recurring claims, say for example “Remote Area Housing”, click “Claim” button against this item in the Claims Menu, as explained in Step #2. • You will be directed to the respective claim form with pre-filled details. • Here click the “Update” button provided, • Update claim details, and click “Submit “ button. The amended claim request will be sent for approval. (refer screenshot in next slide) Reimburse 12
  13. 13. Claim Request Updating Recurring Claim Details Reimburse 13
  14. 14. Claim Request Step 5: Terminating assigned claim items In Claims Menu: • Tick the check-box available at the right end of the Menu for items you wish to terminate. • If you wish to terminate all items assigned to you, then tick Select All check-box. • Then click the “Terminate” button. • All items selected will be terminated and removed from your Claims Menu. Click to terminate selected item Select item to terminate Reimburse 14
  15. 15. Claim Request Claims List Track status of all your claim requests through the claims list. To view your claims list, click “List” submenu. You‟ll be directed to the claims list section. Reimburse 15
  16. 16. Claim Request In Progress • Includes claim requests that are partly filled & saved. • These are requests that are not yet submitted. Complete & submit form All Status • Includes claim requests that are submitted for approval. • This list will show the current status of all your submitted requests. Update claim details Archived: Includes all claims that have been archived. Reimburse 16
  17. 17. Claim Request Process Ends Here Request Sent for Approval Reimburse 17
  18. 18. THANK YOU! For further information please contact T : 1300 276 266 E : Follow us Reimburse
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