how-to-do-claims
Claims – Help Guide
🎯 Purpose of Claims
The Claims module is designed to manage and track financial transactions related to company operations. It ensures transparency and accountability by recording Top-ups, Cash Advances, Petty Cash, Spending Reports, and Expense Categories.
This feature helps users answer the critical question: “Where is the money now?” by providing detailed reports and insights into cash flow.
💰 Top-up
Displays balance amount and top-up done for the current month.
To add a temporary petty cash entry:
1.Click Add Temporary Petty Cash.
2.Enter From Account, Date, Credit Amount.
3.Click Save → entry updates in the Top-up table.
💵 Cash Advance
After top-up, distribute cash to drivers/employees.
Search by Trip ID or manually enter: Paid To, Category, Amount.
Click Submit → entry updates in Cash Advance table.
Features:
Filter by Driver (shows top-up vs credited amount).
Customize columns via Column button.
Export data in Excel/PDF formats.
🧾 Petty Cash
Drivers submit actual trip expenses with receipts.
User records petty cash by entering: Paid To, Truck, Category, Amount.
Click Submit → entry updates in Petty Cash table.
Features:
View by Driver (shows cash given vs submitted amount).
Calculates whether driver owes company or company owes driver.
Customize columns and export to Excel/PDF.
📊 Top-up Vs Spending
Provides consolidated reports:
-Total Top-up
-Cash Given
-Submitted by Driver
-Balance Amount
Key actions:
Click Where is the Money Now → shows outstanding driver balances and company dues.
View Top-up transactions, Driver-wise spending, Category-wise spending.
Click Cash Flow Report → visual flow chart of all transactions.
Export to Excel/PDF.
🏷 Categories
Manage expense categories independently.
Actions:
Click Add Category → create new expense category.
Edit or delete categories as needed.
✅ Key Benefits
Transparent tracking of cash flow.
Driver-wise accountability.
Easy customization of views.
Export-ready reports for audits.
Visual representation of spending patterns.