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Control employee claims before costs become surprises.

Set budgets by employee type, split annual entitlements into periods and route each claim type to the right approvers. Keep regular and overtime claims connected on web and mobile.

Clear budget control Faster reimbursement workflow Policy applied consistently
Book an e-Claim demo View module pricing Explore the new claim controls
e-Claim software screen
New in BMO e-Claim

Control the budget.
Send the claim to the right person.

Two new controls bring your expense policy into the claim form: budgets by employee type and approvals by claim type.

01 / Budget by employee type

Set once. Check every claim.

Give each employee type an annual budget for each claim type. Split it into periods, choose carry-forward or reset, and let staff see their balance before submitting.

Explore employee-type budgets
Sample claim budget diagram: Permanent Staff Food and Meal budget of RM6,000 per year split quarterly, with carry-forward and a blocked over-budget claim
Sample data illustrating the budget flow. Select the image to enlarge.

Your period, your policy

Split into 1, 2, 3, 4, 6 or 12 months, starting in January. Carry forward within the year or reset each period.

Full joining-period budget

A June joiner on a quarterly RM6,000 annual plan receives the full April–June RM1,500 allowance.

Checked before submission

Over-budget claims are blocked on web and mobile. Approvers see a flag if a later edit puts a claim over budget.

Annual Food & Meal budgetRM6,000January–MarchRM1,500 − RM900 usedWith Accumulate enabledRM600 carried forwardApril–June availableRM2,100

The annual cap still applies. All budgets reset on 1 January, and every budget-rule change is recorded in the Audit Log.

See the sample budget setupSample Employee Type Claim Setting screen showing quarterly Food and Meal with accumulation, monthly Travel Allowance with reset, and classic Medical limitsSelect the image to enlarge the sample setup.

Enable Claim Budget by Employee Type under Company Info → HRM → Claim. Then configure Use Budget, Budget/Year, Period and Accumulate under Employee → Employee Type → Claim Setting.

02 / Approval by claim type

Right claim. Right approver.

Send mileage to the Fleet Manager and travel to Finance. For the same Air Ticket claim type, send a Director’s claim to Board Approval and an Executive’s claim to Finance.

Explore claim-type approval routing
Sample approval flow: Mileage goes to the Fleet Manager; a Director Air Ticket goes to Board Approval; an Executive Air Ticket goes to Finance
Sample routing examples. Approval sets reflect your company’s configuration.

Map once, add exceptions

Choose a main set for the claim type, then set different approvers for selected employee types.

Visible before submitting

The Approval Table switches to the resolved approvers when the employee chooses a claim type.

Pending claims keep their route

Mapping changes apply to new claims. Pending claims retain the approvers they were submitted with.

Which approval rule wins?

Use the first applicable rule, in this order:

  1. 1Employee’s own custom set
  2. 2Claim type × employee type
  3. 3Claim type for all employees
  4. 4Employee’s default set

One claim, one approval chain. Claim types that resolve to the same approvers can share a claim. Different routes require separate claims, on web and mobile.

See the sample approval setupSample Edit Claim Type screen with a main Finance approval set, a Director Board Approval exception, and the Claim Type list displaying mappingsSelect the image to enlarge the sample setup.

Enable Claim Approval By Claim Type under Company Info → HRM → Claim. Then open e-Claim → Claim Type → Edit → Approval Routing and choose the main set and any employee-type exceptions.

Switch on the controls your company needs.

Both features are available on BMO web and mobile, enabled separately per company. Existing behaviour stays in place when a feature is off. Budget rules can coexist with classic claim limits.

Request an e-Claim demo
Why this module matters

Make the process easier to run—and harder to get wrong.

BizCloud turns company rules into a consistent operating workflow, while keeping authorised people in control of exceptions.

01

Policy-based limits

Apply classic caps or annual budgets by employee type, with period splits and optional carry-forward.

02

Project cost visibility

Categorise claims by title, project and item with time-based budget control.

03

Approvers who fit the expense

Map each claim type to an approval set and add employee-type exceptions while preserving employee custom sets.

Feature deep dives

Explore the workflows behind the module.

Open a focused page for detailed controls, process steps and the exact product screens used for each capability.

Module-specific pages
e-Claim feature

Claim Types, Employee Caps & Submission

Create regular and overtime claim types, connect them to payroll income and apply limits by employee type.

Explore feature
e-Claim feature

Claim Budget by Employee Type

Set annual claim budgets by employee type, split them into periods, and block over-budget submissions on web and mobile.

Explore feature
e-Claim feature

Claim Approval by Claim Type

Route each expense type to the right approval set, with employee-type exceptions and the existing employee custom set taking priority.

Explore feature
e-Claim feature

Claim Projects, Items & Budget Control

Categorise claims by project title and control time-based budgets at project and item level.

Explore feature
e-Claim feature

Claim Approvals, Templates & Dashboard

Keep claim approvals separate from leave, combine title/project/type settings and surface pending decisions.

Explore feature
Comprehensive capabilities

More control without more manual work.

Control claim spending with budgets by employee type, project limits and approval routing by claim type, on web and mobile.

Create claim types and link reimbursable items to payroll income where required.
Set claim caps or annual budgets by employee type, with period splits and optional carry-forward.
Block over-budget submissions on web and mobile; show staff their budget, used and available amounts.
Route each claim type to an approval set, with employee-type exceptions and employee custom sets taking priority.
Regular expense claims and separate hour-based overtime claims.
Submit claims from the web portal or BizCloud mobile app.
Claim approval sets are maintained independently from leave approval sets.
Categorise claims by project title for clearer monitoring and reporting.
Set time-based budgets at project and item level, including multiple items per project.
Claim budget reporting to compare approved or submitted amounts against limits.
Reusable claim templates bring together title, project and claim-type settings.
Dashboard and mobile approval widgets keep outstanding decisions visible.
Real product screens

See what your team will actually use.

These are current BizCloud software screens corresponding to the capabilities described above—not concept illustrations.

Claim typesDefine claim categories, behaviour and payroll links.
Employee-type capsApply policy limits by employee type.
Apply a claimSubmit a regular expense claim with supporting detail.
Overtime claimSubmit an hour-based overtime claim.
Claim project titleCategorise claims for project-based monitoring.
Claim approval setMaintain a dedicated approval route for claims.
Project title listMaintain the project titles available during claim submission.
Project budgetsControl budgets by project, period and item.
Claim budget reportMonitor project spending against approved limits.
Claim settingsBring title, project and claim-type settings into a reusable template.
Claim approval dashboardSurface pending claim decisions for managers.
Expand when it makes sense

Use e-Claim on its own—or connect the next module later.

You keep the flexibility to subscribe based on the processes and budget that matter now.

Payroll BizCloud App Employee & File Database