Expense Claims
Reimbursement without the paper chase.
A guided claim wizard for members, approval queues for managers, and a processing desk for finance, with receipts, audit trails, and ERP export built in from the first claim.
For members
Claim from anywhere
A step-by-step wizard on any device: pick the expense types your organization defines, attach receipt photos, and submit in minutes.
Always know where it stands
Every claim carries a full status trail from submission through approval to payment, with notifications along the way.
Your records, kept
Claim PDFs with receipt references and permanent claim numbers: a clean paper trail without the paper.
For the union office
Your catalog, your rates
Define the expense types, per-kilometre rates, and payroll treatment that match your policies. Nothing is hardcoded.
Approvals that route themselves
Manager-based approval with delegation, a finance processing queue, and evidence bundles ready for audit.
Straight into your books
Export approved claims as Sage 300 GL or AP batches with your own column layout, or as CSV for any other system.
Bring Expense Claims to your organization
Available today as part of Union IQ. Ask us about adding it to your organization’s plan.