VYROX Apps · PlanTask88, InstaClaim, AI Doctor and POS Printer Connector: App Guides
Claim Records in InstaClaim is the history of every claim generated through the app, with a Claims List showing each claim's date, employee and amount, and a GL Summary adding up spending per GL account for the chosen period. Finance and managers use it to see who has claimed what and where the money goes.
The Claims List tab has three columns:
| Column | Shows |
|---|---|
| Date | The claim date. |
| Employee | The Employee Name entered on the claim. |
| Amount | The claim total in RM. |
If there are none for the period you see "No claims found".
Press GL Summary to switch tabs.
| Column | Shows |
|---|---|
| GL Code | The expense account code. |
| Account Name | The account description. |
| Total Amount | The sum of all receipt lines with that GL code in the period, in RM. |
The filter applies to both tabs.
Tap a column heading to sort by it. Tap again to reverse the order. For example, sort Amount to find the largest claims, or Total Amount in GL Summary to find the biggest spending categories.
When you press Confirm in Review Receipt Data and the documents are generated. A claim you abandon before that is not saved.
No. Claim Records keeps the figures only. Keep the PDF you shared or downloaded.
Not from the app. Contact VYROX if a test or duplicate claim needs removing.
The standalone InstaClaim has no user accounts, so everyone using the same InstaClaim sees the same records. If you need claims kept private per person, ask VYROX about InstaClaim in AISERVA, where each user sees only their own claims.