Between submitting a claim and the money reaching an account there are four stations. Each has its own status on screen — know which station the money is at and you never have to ask.
Station one: submit
On Claims, press Submit claim: give it a title, pick a category, enter the amount, attach the receipt, add a reason. Once submitted the claim is Pending, and the first approver your organization’s approval rules name is notified.
When the Payroll module is on and the catalogue has items, a commission claim can also carry a Commission item from the catalogue and its Quantity. Once you have entered an amount, Commission guidance appears under the item: your Claimed amount, the Guidance amount (catalogue) (quantity × unit commission) and the Difference between them — for your reference only; nothing checks it or blocks the submission. The catalogue itself is maintained by admins on Company ▸ Settings ▸ Payroll (under Policy in the settings list), in its Commission catalogue section (name, code, unit commission amount).
A claim you submitted that is still Pending can be cancelled from its detail page: press Cancel claim, then press it again once the confirmation appears. The claim becomes Cancelled, and nothing reaches payroll. A commission claim the system files when a procedure task is completed follows the rules on Tasks.
Station two: approval
The claim follows your organization’s approval rules and is approved by whoever they name — by default your direct manager, and some rules add a further step. The claim detail page’s Approval chain shows which step it has reached and who it is waiting on.
Station three: the pool
The moment the last approver approves and the claim becomes Approved, it enters the pool as an adjustment, with no second approval needed in payroll — you’ll see it in the “Waiting for the next run” strip on the Pay screen. No money has moved yet: it is queued until a run of a CLAIMS stream that takes its category, for a period ending on or after the day it was approved, collects it; a SALARY stream’s run never collects from the pool.
Station four: the payslip
Once that run collects the row into its period, it appears among the earnings on that period’s payslip. The claim detail page’s Payment status is the truthful progress bar:
| Payment status | Meaning |
|---|---|
| Approved — not yet paid | The claim is approved, but the payment carrying it has not been marked paid yet — it may still be in the pool, or already in a period. |
| Paid | The payment carrying it has been marked paid; on the Pay screen you see that period as Paid. |