RM79 lunch, ΰΈΏ250 taxi). It auto-converts to your base currency at the system exchange rate. Off = every claim is booked in your base currency, exactly as before.Pending Approvals
| Type | Number | Claimant | Description | Amount | Level | Approver(s) | Actions |
|---|
No pending approvals. All clear!
Register Claimant
Provide either an email or phone (both is fine). Phone-only users β drivers, field staff β get WhatsApp magic links. Approvers must have an email.
Bulk Add (Paste CSV)
Paste rows from a spreadsheet. One claimant per line. Columns: name, email, phone, department, employeeId. Email or phone is required (both is fine). Tab or comma separated.
Registered Claimants
| Name | Phone | Department | Status | Approver | Last Login | Actions |
|---|
No claimants registered yet.
All Claims
| Claim # | Claimant | Description | Status | Posting | Amount | Date | Actions |
|---|
No claims submitted yet.
All Cash Advances
| Advance # | Claimant | Purpose | Status | Requested | Settled | Deadline | Outcome | Actions |
|---|
No cash advances yet.
Add Custom Category
Expense Categories
| Icon | Name | Applies To | Posting Target | Job Module Charge | Type | Status |
|---|
Approval Flow Preview
Updates live as you edit belowApproval Rules
Each rule defines what happens when a claim or settlement falls within an amount range (in your company currency). Smaller amounts can auto-approve. Larger amounts go through one or more approvers. Or click β‘ Quick Setup for sensible defaults.
Approvers
People who can approve. Assign each person to a step (Level 1 = first reviewer, Level 2 = second reviewer, etc). Anyone at the same level can approve.
No approvers added yet. Add one above.
Accounting Module Configuration
Job Module Credentials
Reimbursement job posting reuses the tenant-level GraphQL credentials from the client portal PDF setup. This page shows whether that shared connection is available.
Job Module Posting Defaults
These defaults are applied to every reimbursement posted into the Job Module (vendor invoices for job claims, cash advances for job advances). Click Load from Job Module to fetch available cash advance types and bank accounts β the dropdowns will show you exactly which GL accounts each cash advance type will post to.
Failed Postings
| Claim # | Claimant | Amount | Error | Attempts | Last Attempt | Actions |
|---|
No failed postings.
Fr8Claims WhatsApp Bot
| Status | β |
| Reconnect Attempts | β |
WhatsApp Delivery for this Tenant
Message Templates
Customize the WhatsApp messages claimants receive. Leave a field blank to use the default. Tenants can localize copy (e.g. Bahasa Indonesia, Vietnamese, Thai) without LLM translation.
Sent when a phone-only claimant requests login. Placeholders: {{magicLink}} {{ttlMinutes}}
One-shot message when a claimant is added (or a phone is added later). Placeholders: {{name}} {{tenantName}} {{claimsUrl}} {{whatsappNumber}}
Sent when a claimant is added with email (or email added later). Placeholders: {{name}} {{tenantName}}
Plain text; URLs become clickable in the email. Placeholders: {{name}} {{tenantName}} {{claimsUrl}} {{whatsappNumber}}
Default templates (click to reveal)
Magic-link login:
Your Fr8Claims login link:
{{magicLink}}
This link expires in {{ttlMinutes}} minutes.
Welcome (WhatsApp):
Hi {{name}}, welcome to Fr8Claims! π
You've been registered by {{tenantName}}. From now on you'll receive expense-claim notifications and approval links from this number.
π Save this contact so messages from us land cleanly in your chats.
You can also manage claims and cash advances at:
{{claimsUrl}}
Welcome email subject:
Welcome to Fr8Claims β registered by {{tenantName}}