Why Should You Group Claims and Expenses in a Bundle?
Stay Organized: Grouping related claims and expenses makes it easier to track and manage your submissions.
Streamline Approvals: Verifiers and admins can approve the entire Bundle, along with all its added items, in one click—saving time and effort.
By grouping and submitting your items as Bundles, you’ll save time and provide admins with the context they need for faster approvals. Start creating Bundles today in the Zevoy app!
How to Create and Add Items to a Bundle in the Zevoy App
Create a New Bundle:
Open the Claims page in the Zevoy app.
Tap Add claim and select A claim bundle at the bottom of the list.
Add a mandatory title to the bundle and an optional description.
Add Existing Items to the Bundle:
Tap + Add items to include related claims or expenses.
A list of pending expenses and claims will appear.
Tap the items you wish to add and confirm by clicking the checkmark in the upper-right corner.
Create New Claims for the Bundle:
If you need to add a new claim, return to the claims listing and tap + Add new claim.
Once created, add it to your Bundle as described above.
Optional Attachments: Add any necessary attachments (e.g., itineraries) to the Bundle.
We support the following attachment types for Bundles: images (jpg, jpeg, png), PDFs, Excel (.xlsx, .xls) and CSV files
Submit or Save as Draft:
When ready, tap Submit to send the Bundle for approval.
To save it as a draft, simply close the Bundle.
Please note that all mandatory fields for all the individual Claims and Expenses must be filled in.
Note: Draft Bundles can be found in the Unsubmitted section of the Claims view in the app. Once all items are added, submit the Bundle to finalize all included claims.
How to Add an Existing Expense or Claim to a Bundle
There are two ways to add an already-created item to a Bundle:
1. Add Items Directly from the Bundle:
Open the Bundle from the Claims page.
Tap Select items.
A list of pending expenses and claims will appear.
Select the items you want to add and confirm with the checkmark in the upper-right corner.
2. Add an Item from Its Own Page:
Open the claim or expense you want to add to a Bundle. (Note: Only pending items can be added.)
In the claim/expense view, tap Add to bundle, search for the appropriate Bundle, and select it.
The item is now successfully added to the Bundle!
How to remove an Expense or Claim from a Bundle
Open the Bundle from the Claims page.
From the 'Added items' listing, open the expense or claim you would like to remove
Click Remove from bundle