KoratExpense claims
Employees submit a claim for fuel, an out-of-pocket advance, or a per-diem, and whoever has approval rights in the shop reviews and approves/rejects it.
- 1Employees open the "My claims" tab, click "Submit claim," choose a type (e.g. fuel, advance, per-diem), enter the amount, and attach evidence if any
- 2Whoever has approval rights sees requests in the "Approval inbox" tab with the pending count — click approve or reject with a reason
- 3An approved claim waits to be marked "Paid" as a separate step from approval — approved doesn't mean the money has already been paid
Approval rights and payment rights are separate permissions — someone with "approve claims" doesn't need "pay salaries," and vice versa. A manager who oversees both can do both steps.
If the shop has never set up its own claim types/fixed rates/caps, the system uses 6 standard types and lets you type the amount in yourself instead — it doesn't shut claiming off entirely.
Commission
Commission on sales, calculated per period according to the plan the shop has set up — this page focuses on the three things the shop most needs to see clearly: sales not yet attributed to a salesperson, warnings during calculation, and blocked calculation bases.
- 1The "Not yet attributed" tab shows sales not yet tied to any employee — they must be matched before they can enter commission calculation
- 2Whoever has management rights clicks "Open period" then "Calculate" — the system shows a warning if there are line items it can't calculate under the rules, instead of silently skipping them
- 3Once the figures are correct, click "Add to payroll" to send it into the pay cycle — a separate approver must click "Approve" as another step before it actually takes effect
The commission plan (rate/calculation base) is read-only data on this page — there is no create/edit form for the plan from the web console yet, matching the Android app, which also doesn't have one yet. To set up or change a commission plan, contact the Korat team.
The amount in every period is locked to the shop's currency at the time that period was opened — an old period set up before the shop changed currency will keep showing the old currency, it isn't converted retroactively.
What can break
| Symptom | Cause / fix |
|---|---|
| Submitted a claim but it doesn't show in the approval inbox | Check that the submission really succeeded (there's a confirmation message) — if it succeeded but the approver doesn't see it, check whether they actually have approval rights in this shop |
| Can't click approve/reject | Requires the "approve expense claims" or "manage payroll" permission — the system will state the real reason if you lack the permission, instead of doing nothing silently |
| Calculating commission shows a warning | Read the warning before continuing — it usually means there's sales not yet attributed to a salesperson, or some employees' calculation base is blocked |
| Commission amount has no currency symbol | Neither that period nor the shop has a clearly known currency — the system shows a bare number with "currency not yet known" instead of guessing baht |