Where to configure
Go to Admin → Perks and open a perk (new or existing). In the Delivery section choose one of three claim methods.
1) Expense (receipt upload)
Best for reimbursements (e.g., coffee, learning credit, wellness).
Fields:
- Receipt required: enable OCR to extract merchant, amount, date, currency
- Max amount (optional): cap per-claim reimbursement
- Category/merchant (optional): hint for finance exports
- Auto‑approve: instantly approve small claims or require reviewer/finance check
- Export mapping: ensure fields appear correctly in CSV exports for reconciliation
When to use: real purchases where employees pay first and get reimbursed. Scanned receipts can be automatically forwarded to your finance department. In the email, the uploaded receipt as well as extracted data is made available for easy reimbursement.
Reach out to Teamwins support for a deepter integration with your accounting tools.
2) Link (single URL/code)
Best for benefit portals, gift cards, or partner sites.
Fields:
- Redemption URL: destination for the claimant
- Unique code (optional): generate or paste a code shown after claim
- Expires (optional): set a validity period
- Auto‑approve: safe to auto‑grant when low risk
- Availability: Unlimited or Limited inventory count
When to use: the same link or code can be distributed safely, or code is per-claim but generated by an external service.
3) CSV link (codes/URLs list)
Best for pre‑purchased codes or unique URLs provided by vendors.
Fields:
- Upload CSV: one code or URL per row; optional columns for amount/tier
- Column mapping: pick which column is the code vs URL; optional label
- Depletion policy: first‑in‑first‑out, no reuse when exhausted
- Fallback: message when inventory runs out
- Auto‑approve: safe when codes are prepaid
When to use: you have a finite list of unique codes/links (e.g., gift cards, vouchers) to hand out until exhausted.
General options that apply to all methods
- Points cost: how many points a user must redeem
- Estimated value: displayed in the UI and included in exports
- Availability: Unlimited or Limited inventory count
Best practices
- Use Expense for reimbursements; Link for portals/generic codes; CSV link for prepaid unique codes
- Auto‑approve low‑risk claims; add reviewers for higher‑value items
- Keep point cost aligned with estimated value and adjust based on redemption data
