VYROX Apps · PlanTask88, InstaClaim, AI Doctor and POS Printer Connector: App Guides

Entering Your Claim Details

VYROX Wiki · Updated 23 September 2026 · https://www.vyrox.com/wiki/instaclaim-claim-details

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

Add all your receipts first. See Capturing and Cropping Receipts.
Have your MyKad number, income tax number and salary bank account number ready.

Fill In the Form

On the main screen press Analyze Receipts. The button becomes active once at least one receipt is added.
Reimbursement Claim Form opens with the note "Enter claim form details for email sending".
Fill in every field. All are required.
Press Confirm. InstaClaim starts reading your receipts. See Analysing and Reviewing Receipts.
Press Cancel to go back to your receipts without analysing.

Field	What It Means	Example
Employee Name	Your full name as finance knows it.	Tan Mei Ling
Mobile Phone	Your contact number.	012-345 6789
Identity Document No	Your MyKad number, or passport number if you have no MyKad.	As on your MyKad
Tax Identification No	Your income tax number issued by LHDN.	As on your LHDN records
Bank Name	Choose your bank from the list, or Other.	Maybank
Bank Account No	The account to be reimbursed.	Your salary account
Email Address	Your email, saved with the claim record.	you@company.com

Messages You May See

Message	What to Do
Please enter employee name	Fill in Employee Name.
Please enter mobile phone number	Fill in Mobile Phone.
Please enter identity document number	Fill in Identity Document No.
Please enter tax identification number	Fill in Tax Identification No.
Please enter a valid email address	Check the Email Address format.
No receipt images to process	Add 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.