AISERVA and AIKuari

InstaClaim Expense Claims

Q: What If a Receipt Is Read Wrongly?

Press Edit on that line in Review Receipt Data and correct it before you press Confirm.

Updated 23 September 2026 · 778 words · 4 min read

InstaClaim in AISERVA turns photos of receipts into an employee reimbursement claim. The receipts are read by the AI model on your own VYROX AI server, which pulls out the merchant, date and amount for each one; you check the figures, assign each line to a GL code, and InstaClaim produces a claim form as a PDF with the receipt images plus an Excel breakdown that you can email to your finance team. It is used by staff who claim expenses and the finance people who process them.

Before You Start

You are signed in to AISERVA and a server with a chat model is Connected.
Your company's GL codes are set up. See GL Codes below.
Have your receipts, till slips or invoices ready to photograph.

Create a Claim

Go to Apps and open InstaClaim.
The start screen shows 0 Receipts Uploaded. Press Upload Invoice / Receipt Images and take a photo or choose images. You can add one at a time or a whole stack.
For each receipt, Crop Receipt opens. Drag to select the receipt area to keep, then press Continue for the next receipt or Done when finished. Use Re-Crop on a thumbnail if you need to try again, or Clear All to start over.
Press Analyze Receipts. InstaClaim shows Analyzing Receipts while your server reads them, then Analysis Completed.
On Review Receipt Data, check each receipt's merchant, date, amount and GL code. Press Edit to correct the figures, + Add to add a line, and Save to keep your changes.
Check the total. InstaClaim shows a summary such as "Total 18 receipts and RM 136.00, please double check".
Press Confirm.

Fill In Your Claim Details

After Confirm, the Reimbursement Claim Form asks for your details. All fields are required. InstaClaim remembers your details on this device for next time.

Field	What It Means	Example
Employee Name	Your full name	Tan Mei Ling
Identity Document No	Your identity card number	As on your MyKad
Tax Identification No	Your income tax number	As issued by LHDN
Mobile Phone	Your contact number	012-345 6789
Email Address	Where the claim is emailed	you@company.com
Bank Name	Select your bank from the list	Maybank
Bank Account No	Account for the reimbursement	Your salary account

Send the Claim

Fill in the Reimbursement Claim Form and press Confirm.
InstaClaim emails two documents to the Email Address: a PDF Report (the complete claim form with all receipt details and supporting images) and an Excel File (a detailed breakdown for easy processing). The claim form includes a Manager Approval section.
When the documents are ready, InstaClaim shows "Documents generated successfully!" and a Download button so you can keep your own copy of the PDF and Excel file.
The claim is also saved to your claim records. Press New Claim to start the next one.

Claim History

Press the document icon (Claim Records) at the top of InstaClaim.
The Claims List tab shows your earlier claims. Only your own claims are listed.
Choose a period from the filter (All Time, This Month, Last Month, This Year, Last Year or Date Range with a start and end date) and press Apply.
Open the GL Summary tab to see the Expense Breakdown by Category.
Press + Create New Claim to start a claim, or Close to return.

GL Codes

Each receipt line is assigned a GL code so finance can post it to the right account.

Press the gear icon (GL Code Settings) at the top of InstaClaim. GL Code Management opens and shows Total GL Codes.
Press Add, then enter the GL code (for example 900-001) and the account name (for example ADVERTISEMENT).
To remove a code, press its remove button (Remove This GL Code).
Press Save to keep your changes, or Cancel to discard them.

Frequently Asked Questions

Where Are My Receipts Read?

On your own VYROX AI server, over the private connection. They are not sent to a public AI service.

Can I Photograph Many Receipts at Once?

Yes. Add the whole stack, crop each one, and InstaClaim reads them in one run.

What If a Receipt Is Read Wrongly?

Press Edit on that line in Review Receipt Data and correct it before you press Confirm.

Why Are My Details Missing on Another Phone?

Your claim form details are remembered on each device separately. Fill them in once on the new device.

What Does AISERVA Keep About My Claims?

Each submitted claim is saved in your AISERVA account with your name, mobile number, email, claim date, total, receipt count and receipt lines, so it appears in Claim Records. The claim email is sent from the AISERVA portal. Your identity number, tax number and bank details are remembered in your browser on this device and printed on the claim form.