Staff Claim System

Free* 1 Month Trial.

* Limit 1 to user only

Expense claim processing is very critical when it comes to employee reimbursement and allowance claims. An employee might have, for instance, spent their money on a business trip by paying for air fare, train tickets, accommodation, meals and taking care of other expenses. As a matter of procedure, the employee will need to make claim submission by attaching all the necessary receipts and invoices to the claim form.

If your company do not have a system and using our favourite excel files, you need to manually extract the information such as date of receipts, descriptions, amount and maybe a designated account code. If you have a lot of receipts, the process involved are likely to be time consuming. For example, your manager is earning a monthly salary of $6,000, and his hourly pay is approximately $34.60. If he is spending one hour to prepare the staff claim, that’s mean the company is paying extra $34.60 for him to make the claim and not doing the main core of his daily job. How about there is another ten salesman who spend the same hour to prepare the staff claim? Why not trying a cloud based staff claim system which the claim processing is simple, real time and highly optimized?

 

Your life saviour with our cloud-based staff claim system

Introducing Receipt Bank, your trusted cloud based solution to staff claims processing. The software system is designed to help you minimize manual tasks like data entry by providing a paperless bookkeeping platform that connects expense user (the staff who prepare claims), accountants and the management. With Receipt Bank, you can enjoy swift data extraction, advanced automation and accurate claims report generation.

How It Works

Submit your staff claim as easy as step 1, 2, 3. Let your staff focus on business growth and do less for staff claim

Step 1

Snap Receipt Real-time

Capture receipts with the mobile app during your business trip

Step 2

System Auto Scan and Extract

System auto extract the receipt information with the accuracy of 99.9%.

Step 3

Submit For Review and Publish

Check your details and submit for approval. Publish to accounting system with one click.

Why Choose Our Staff Claim System

  • Take picture of your receipt real time. Let the system extract your receipt data.
  • Set the supplier rules for repeating vendors. You can preset the default tax, account code and description.
  • Publish the approved claim to your cloud accounting software such as Xero, QuickBooks without additional data entry. All the account code and GST preset at receipt bank will be published automatically in your accounting software.
  • All the invoices or receipts will be archived without purchasing any storage.
  • Easy search filter to retrieve any invoice or receipt for investigation.
  • Push the approved claims to cloud payroll system automatically [coming soon..]
  • If your scanner can preset email address, set your staff receipt bank email address to the printer/scanner. The staff selects their dedicated email address, scan it and let the system extract the information. Within minutes, all the claims details are in the system.
  • Receipt with multi-currency can be translated automatically to your base currency. 
  • The employee with admin role can have a bird eye view to sort the employee claims. He/she can assign, consolidate the employee claim to a summary report and submit for approval. The approval is done electronically.
  • No internet connection? No worry. You can take a picture of the receipt with the app and it will extract the receipt information as soon as the device came back online
  • Take picture of your receipt real time. Let the system extract your receipt data.
  • Set the supplier rules for repeating vendors. You can preset the default tax, account code and description.
  • Publish the approved claim to your cloud accounting software such as Xero, QuickBooks without additional data entry. All the account code and GST preset at receipt bank will be published automatically in your accounting software.
  • All the invoices or receipts will be archived without purchasing any storage.
  • Easy search filter to retrieve any invoice or receipt for investigation.
  • Push the approved claims to cloud payroll system automatically [coming soon..]
  • If your scanner can preset email address, set your staff receipt bank email address to the printer/scanner. The staff selects their dedicated email address, scan it and let the system extract the information. Within minutes, all the claims details are in the system.
  • Receipt with multi-currency can be translated automatically to your base currency.
  • The employee with admin role can have a bird eye view to sort the employee claims. He/she can assign, consolidate the employee claim to a summary report and submit for approval. The approval is done electronically.
  • No internet connection? No worry. You can take a picture of the receipt with the app and it will extract the receipt information as soon as the device came back online.

How Much It Costs You?

Free* 1 Month Trial!

We want all employee to submit their monthly claim without wasting too much time on sorting out the receipts. Try our easy and less sophisicated system with an attractive and affordable price.

* Limit to 1 user only.

No. of Users Monthly Charges**
1 – 15 $5 / user
16 – 50 $4 / user
> 50 $3 / user
No. of Users One Time Implementation Cost
1 – 50 $100
51 – 100 $200
> 100 Ask Us

Note: If you are subscribing our monthly payroll service with staff claim system, it will be flat fee of $3 /user.

** The monthly fee is charged based on actual claim headcounts for the month.

No Idea? Come, Let Me Show You

Step 1

Cloud Account invites the users to activate the Receipt Bank account. Click the link and follow the steps from the screen

Step 2

It requires the user to set their own password.

Step 3

Start snapping your receipts which you need to reimburse from company

Step 4

Wait for the system to extract the receipt information.

Step 5

Within minutes, the extraction is done 

Step 6

You can tap in and check whether there is any changes to be made.

The step is really simple. The staff can change the account code and type in the descriptions of each receipt with the mobile phone or laptop before submitting for approval.

Why the Receipt Bank App Is a Great Choice for Business

Whether you are a SME or big orginsation that wants to streamline capturing and management of claims data, this software best suits you. The fact that the accompanying app searches transactions in the software and syncs up the payments makes things a little easier for the users.

With a streamlined data collection channel, you are assured of greater accuracy and can save more hours on the frustrated manual staff claim preparation or your monthly bookkeeping. Since the process is also reliable and efficient, you’ll be able to save more money both in the short and long terms. That essentially improves the processes and guarantees value for your employees, and let them spend more time to focus on their main core.

Get Quote for Confirmation

Check Out Our Affordable Payroll Services

You focus on your core business and leave the administrative work to us

Frequently Asked Questions

Is there any hidden cost?

We want to make all your employee to focus on their main core and not wasting time to prepare the staff claim. There, the fee transparent and affordable.

Can this software integrate to cloud accounting system?

Xero, Quickbooks, Sage, MYOB, Freshbook.

How does the free 1 month work?

We will give one access to one user to test the function of the system with a guide for you to learn it too. The account will be terminated if you do not wish to continue with the service after 30 days trial. If you wish to continue with the service, contact us before the 30 days trial.

All the data are extracted automatically by the system?

Yes, you are right except for the description which you need to add in yourself and select the correct account code. 

Is this your company software?

No. We are a certified advisor for Receipt Bank and we are partnering with Receipt Bank.

When can I cancel the service?

Give us 1 month notice in advance before you want to terminate the service with us.