Claims Module Overview
The Claims module lets staff submit claims for overtime, expenses, mileage, and commission. Claims flow through the unified approvals queue alongside billing charges and service changes.
Claim Types
Overtime
The system detects time entries logged outside configured business hours and calculates overtime amounts using rate multipliers (1x, 1.5x, 2x). Overtime minutes are rounded using the tenant's time rounding settings.
Expenses
Staff can submit expense claims with line items (description + amount) and mileage claims (miles × rate per mile). Receipts can be uploaded as file attachments. Expenses linked to a ticket can be recharged to the customer.
Commission
Commission is calculated on profit: revenue minus cost. Labour commission uses billable hours × (selling rate - engineer cost). Hardware commission uses charge total minus cost price. Commission percentages are configurable per tenant.
Settings
Configured in Settings > Billing > Claims:
Working hours: start/end times and working days for overtime detection
Mileage rates: own car and company car rates (pence per mile)
Cost rates: engineer hourly cost and standard selling rate
Commission: labour %, hardware %, contract %, defer months
Payroll: accounts email and report day
Permissions
| Permission | What it allows |
|---|---|
| claims.view | View own claims and claims list |
| claims.create | Create and submit claims |
| claims.approve | Approve or reject claims in the approvals queue |
| claims.payroll | View the payroll summary and download the payroll report |
| claims.settings | Manage claims settings |