Claims

What claims covers in Finance

What somebody spent and is owed back. That is the job Claims does inside CompliMaint Finance, and it holds 1 tool for it — documents to produce. It opens at its own address, free, with no account and nothing to install. The app around them is for estimates, invoices, recurring billing and real books underneath.

The questions this section answers

• Claim what you spent — Expense Reimbursement Form

1 document to produce: something to send, sign or file.

Connected CompliMaint apps

• CompliMaint HR — The operational side of employing people — per person, with an owner and a date. 1 tool in claims is work HR does too, at the same address.

Where to go next

• Billing a customer — Price it, bill it, and chase what was quoted — 5 tools
• Buying — Committed before the work starts — 9 tools
• Bills — What arrived, checked against what was ordered — 10 tools
• Budgets — What it will need, and what was approved — 8 tools
• Money owed to you — Aged, chased, agreed and reviewed — 6 tools
• Work out the number — A figure you can show somebody, from numbers you entered — 6 tools
• Reconciling — The statement against the ledger, and the bank against both — 2 tools
• Get paid — Estimates, invoices, payments, and who still owes you
• Spend — Expenses, bills you have not paid, and who you buy from
• Bills to approve — Supplier invoices waiting to be checked, coded and approved
• Recurring billing — Set up repeating invoices once, and raise each one in a click
• Banking — Your accounts, imported transactions, and reconciling to a statement
• Reports — Profit, balance sheet, cash flow and aging — from your books
• Books — The categories behind your reports, and the accounting settings
• Finance settings — Payment terms, your price book, sales tax and invoice reminders
• Documents — Everything you have filed, ready to reopen or print