Learn how to submit claims through your Aspire dashboard. You can watch our video guide or follow the step-by-step instructions below.
Submitting Your Claim
To submit your claims, you may watch the video guide or follow the steps below:
On your Aspire dashboard, click "Claims" in the left navigation bar (web app) or click "Menu" and choose "Claims" (mobile app).
Click on "New claim".
If this is your first time, set up your bank details to receive the claim payment.
Next, upload your receipt. Aspire will scan and auto-fill the claims details!
You can still adjust the auto-filled claims details:
Select the currency and fill in the expense amount
Type in the Merchant name
Select the date of the expense
Next, submit the claim within a budget and add a note for the claims reviewer (optional).
Select a category (required).
Add supporting documents (optional).
Click "Submit claim".
Note: If you are an approver under the Claims Review Policy, your claims will be automatically approved and moved to "Pending Payment" status.
Editing Submitted Claims
You can modify your claim details anytime before approval while the status remains "Pending Review".
To edit your submitted claim, follow the steps below:
On your Aspire dashboard, click "Claims" in the left navigation bar (web app) or click "Menu" and choose "Claims" (mobile app).
Find the claim you need to modify.
Click on the three-dotted icon and select "Edit".
Update the necessary details.
Click "Save changes" to confirm your updates.
Notes:
If you're an approver under the Claims Review Policy, editing won't be available as claims are auto-approved and moved to status "Pending Payment".
To make changes, delete the claim and resubmit with the correct information.
What Happens After You Submit Your Claim?
Claim Review
When your claim is submitted, it moves to "Pending Review" status. The designated claim approver under the Claim Review Policy will review them. They may either approve or reject your claim.
Approved Claims
When your claim is approved, it moves to "Pending Payment" status. Two processes can happen:
Claim processed individually
Authorized users (Admin, Finance with transfer rights, or Finance with submit-only rights) will then submit your claim for payment processing.
Once the claim payment is submitted, approvers under the Transfer Approval Policy will review and make the claim payout.
If your business has not set up a Transfer Approval Policy, any Admin or Finance user with transfer rights can make the claim payout.
Claims processed in bulk: Admin and Finance with transfer rights can make the claim payment immediately.
Rejected Claims
If your claim is rejected, the claim approver may provide a reason for the rejection. Nevertheless, you can resubmit your claim by following these steps:
On your Aspire dashboard, click "Claims" in the left navigation bar (web app) or click "Menu" and choose "Claims" (mobile app).
Click on "My claims" and select "Rejected" under "Status."
Find the relevant claim.
Click "Re-submit claim".
Update the necessary details, and click "Submit".
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.