e-Claim feature deep dive

See where claim spending belongs before the budget is exceeded.

Project titles make claims easier to monitor. Each project can contain multiple budgeted items with their own limits and relevant time period.

Project-level cost visibilityItem-level spending limitsClear budget reporting
Claim Projects, Items & Budget Control software screen
Business impact

Designed to improve the process—not just digitise the form.

Categorise claims by project title and control time-based budgets at project and item level.

01

Project-level cost visibility

Use configured BizCloud rules, records and visibility to make this outcome repeatable across the organisation.

02

Item-level spending limits

Use configured BizCloud rules, records and visibility to make this outcome repeatable across the organisation.

03

Clear budget reporting

Use configured BizCloud rules, records and visibility to make this outcome repeatable across the organisation.

Detailed capabilities

Claim Projects, Items & Budget Control

These functions come directly from the current BizCloud system and the supplied module information.

Discuss this capability
01

Create claim project titles for categorisation.

02

Maintain projects with defined budget periods.

03

Set an overall budget for each project.

04

Create multiple claim items within a project.

05

Apply a separate limit to each item.

06

Report submitted or approved claim spending against budget.

07

Monitor claims by project, title and item.

How the workflow fits together

From configuration to daily operation.

BizCloud combines setup rules, employee or manager actions, automated processing and controlled follow-up.

1

Create the project title

Define how employees categorise claim activity.

2

Set the project budget

Choose the overall amount and relevant period.

3

Add budgeted items

Create the allowed items and individual limits.

4

Monitor the report

Compare claim activity with project and item budgets.

Matching product screens

See the feature inside the real software.

Each screenshot corresponds directly to this workflow and can be enlarged for a closer look.

Claim project titleCategorise claims for project-based monitoring.
Project title listMaintain the project titles available during claim submission.
Project budgetsControl budgets by project, period and item.
Claim budget reportMonitor project spending against approved limits.