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Entering Your Claim Details

Updated · 436 words · 3 min read

The Reimbursement Claim Form in InstaClaim collects the claimant's personal and bank details that are printed on the PDF claim so finance can identify you and pay the reimbursement. In the standalone InstaClaim app this form appears as soon as you press Analyze Receipts, before the receipts are read.

Before You Start

Fill In the Form

  1. On the main screen press Analyze Receipts. The button becomes active once at least one receipt is added.
  2. Reimbursement Claim Form opens with the note "Enter claim form details for email sending".
  3. Fill in every field. All are required.
  4. Press Confirm. InstaClaim starts reading your receipts. See Analysing and Reviewing Receipts.
  5. Press Cancel to go back to your receipts without analysing.
FieldWhat It MeansExample
Employee NameYour full name as finance knows it.Tan Mei Ling
Mobile PhoneYour contact number.012-345 6789
Identity Document NoYour MyKad number, or passport number if you have no MyKad.As on your MyKad
Tax Identification NoYour income tax number issued by LHDN.As on your LHDN records
Bank NameChoose your bank from the list, or Other.Maybank
Bank Account NoThe account to be reimbursed.Your salary account
Email AddressYour email, saved with the claim record.you@company.com

Messages You May See

MessageWhat to Do
Please enter employee nameFill in Employee Name.
Please enter mobile phone numberFill in Mobile Phone.
Please enter identity document numberFill in Identity Document No.
Please enter tax identification numberFill in Tax Identification No.
Please enter a valid email addressCheck the Email Address format.
No receipt images to processAdd at least one receipt first.

Where Your Details Go

  • On your device: InstaClaim remembers all seven fields in this browser, so the form is filled in for you next time. They are not shared with other devices.
  • On the claim form PDF: your name, MyKad or ID number, tax number, bank name and bank account number are printed at the top of the claim, with the claim date, total amount and number of receipts.
  • In Claim Records: your name, mobile number, email, claim date, total, receipt count and receipt lines are saved when the documents are generated.

Frequently Asked Questions

Why Is My Bank Not in the List?

Choose Other. The list covers the main Malaysian banks.

Do I Have to Type My Details Every Time?

No. After the first claim, InstaClaim fills them in from this browser. Check them before pressing Confirm.

Can I Claim for Another Employee?

Yes, by entering their details, but the form then remembers their details on your device. Change them back for your own next claim.

What If I Enter a Wrong Bank Account?

The PDF prints exactly what you typed, so check every field before you press Confirm on the form. If a finished claim has a wrong account number, make a new claim with the correct details and tell finance which one to use.