Submit a claim
All users can create and submit a claim from their group for expenses or referee fees they have incurred.
In the final step, they can choose which group the claim should be sent to. They can then choose between the team they are a member of, the sport, or the club - depending on which group should cover the cost. Both the person submitting and the person approving can change the group if there is an error.
Approve claims
The person who is the finance manager in the group the claim is submitted to will be able to approve and reject the claim both in the app and in the web dashboard. Finance managers can approve claims for the group they lead and all subgroups of that group.
When the claim is approved/rejected
The user will receive a notification in the Hoopit app as soon as a claim is approved or rejected.
If the claim is approved, we generate a PDF as shown below that contains all relevant information to be able to reimburse the claim to the person who submitted it. This is sent directly to your accounting system if you have set up integration for it. If not, it can be downloaded from the dashboard. The document also shows who certified the receipt in Hoopit.
Now you or your accountant magically has all the information necessary to process the reimbursement.