This page explains the rules behind the three claim types: General Claims for work expenses, Benefit Claims for employee benefits, and SGS Commission claims for sales commission.
Employees submit claims in Personal Space. Each claim type has its own approver, and Account verifies approved claims before Accounts Payable pays them.
Who approves each type, and where it goes next.
| Claim type | For | First approval | Then |
|---|---|---|---|
| General Claim | Work-related expenses | Manager, in Work Space Approvals / General Claims | Account verification, then AP payment |
| Benefit Claim | Employee benefits. See Benefits. | HR, in HR Space Claims Approval | Account verification, then AP payment |
| SGS Commission | Sales commission for an order | Manager, in Work Space Approvals / SGS Commission | Account verification |
What an employee needs when submitting a claim.
| Rule | General Claim | Benefit Claim | SGS Commission |
|---|---|---|---|
| Minimum total | RM100 | None | None |
| Files per receipt | 1 | Up to 6 | Images only |
| File types | Image or PDF | Image or PDF | Image |
| File size | Up to 10 MB each | Up to 10 MB each | Up to 10 MB each |
| Other fields | Company and receipts | Company, receipts, and benefit type | Total sales amount and commission requested |
The manager decides each receipt, and the claim status follows from those decisions.
| Receipt decisions | Claim status |
|---|---|
| At least one receipt marked Issue | Issued |
| At least one receipt approved, none issued | Approved. Goes to Account for verification. |
| Every receipt rejected | Rejected. Account is also marked rejected. |
What happens after the first approval.
Submission rules are the same in the mobile app: the RM100 minimum, file limits, and file sizes. Manager review of General Claims works differently. See Mobile App.
| Topic | Mobile app | Web |
|---|---|---|
| Manager decision | Approve or reject the whole claim, typing the approved amount. | Approve, issue, or reject each receipt. |
| Issue option | Not available. | Available. |
| Own claim, or a claim from another manager | No extra restriction. | Only a Director can approve. |
| Director submits a General Claim | Starts as Pending, like any other claim. | Skips the manager step if the Director is not also a manager. |
Where the claim data lives.
| Table or function | Purpose |
|---|---|
claim_general_master / claim_general_details | General Claims and their receipt lines. |
claim_benefit_master / claim_benefit_details | Benefit Claims and their receipt lines. |
claim_sgs_master | SGS Commission claims. |
claim_status | The first-approval result: Pending, Approved, Issued, or Rejected. |
finance_status | The Account verification result. |
block_flagged_general_claim_master_update | Trigger. Locks General Claims flagged for a petty cash contra. |