🧠A member claims an expense
From a member being out of pocket to the money back in their account.
1Member submits the claim
In the members’ app, the member opens Settings → Expense claims (or the home-screen card) and taps New claim. They enter what it was for, the amount or the miles, attach a receipt photo if they have one, and add their bank details.
↓
2Treasurer is notified
The moment the claim is submitted, an email goes to the Treasurer so it is never missed. The claim shows as Submitted on the member’s screen.
↓
?Review the claim
The Treasurer opens it under Members → Approvals and decides.
Approve → the claim moves to Approved, ready to pay. | Reject → the member is told why, and the claim shows as Rejected. |
↓
4Pay it
Once paid, mark the claim as Paid. The member sees the status update to Paid against their claim.
↓
5Done
The member has been reimbursed and there is a full record of the claim, its receipt and who approved it.
💡 Tip: Claims should be submitted within 3 months. Mileage is worked out automatically from the miles entered.