How do expense claims work in Tazk Payroll?
An employee raises a claim with the category, bill date, bill number, bill amount, claim amount, remarks and a photo of the bill. It goes to their approver in Approvals (or Messages). Approved claims appear on the Claims page, where the admin opens one and clicks Make Payment to record a full or part payment. When nothing is outstanding, the claim is completed.
What does the Claims page show?
Click Claims in the sidebar ("Manage employee claims and reimbursements"). Summary cards show Total Claims, Total Bill Amount, Total Requested, Outstanding and Paid Claims for the current results. The table lists:
| Column | Description |
|---|---|
| Employee | Name and employee code |
| Claim Number | For example EC/152/39 |
| Bill Date | Date on the bill |
| Category | Expense category, for example Travel Expenses |
| Bill Amount / Requested Claim Amount | The bill total and the amount claimed |
| Status | Payment status — green when paid or completed, amber while pending |
| Actions | The eye opens the claim; the payment icon is green when fully paid, red when payment is pending |
Use Search claims, or Advanced filters for employee and a from / to date. Download saves the list as claims.csv.
How do I raise a new claim?
- Click Add Claim. The New Requests dialog opens on the Claims tab.
- Choose the Category and enter the Bill Date, Bill No, Bill Amount, Claim Amount and Remarks.
- Upload the Bill Image (required).
- Click Send request.
If the claim is above an expense limit set in Expense Management, you are told it will be sent flagged for approval — click Send anyway or Cancel.
What is on the claim detail page?
The header shows the claim number, employee and status, with Make Payment and Previous / Next buttons. Below are the Billed Amount, Claim Amount and Due; Claim Information (approval date, remarks, amounts, billed date, category, requested date, status); a Transactions table (date, amount, location, recorded by); and an Activity Timeline — claim requested, approved, each payment, and closed.
How do I record a payment against a claim?
- Open the claim (eye icon, or the red payment icon on the list).
- Click Make Payment. The Record Payment panel shows the Outstanding Balance.
- Enter the Payment Date, Amount and an optional note.
- Click Submit Payment.
You can pay in parts; each payment is added to Transactions and the outstanding amount goes down. The claim is completed when nothing is left to pay.