Add Claim Items #

Claimable items are grouped based on a particular category. There is an option to hide / unhide the claim item from appearing in the template / list.

  1. From the home page, go to Employee > Claims > Claim Item.
  2. Click on Add to enter a new item by selecting the relevant category.


  • Code: You can assign a code number to make each item unique. This will help in reports reconciliations.
  • Account Code: This field can be used if you want the employees claim data to be imported to other applications (like accounts or payroll). This is basically treated as a mapping field.

See also#

  1. Where do I create a Claim Category?
  2. How do I create a Claim Template?
  3. How do I configure a Claim Template?
  4. How will I restrict the claim templates to certain set of Employees?
  5. How do I create and Edit a Batch?
  6. How do I set reviewer for Claims?
  7. For international travel claims, how to calculate forex?
  8. How to assign Employees for Home Currency?
  9. How does a Manager accept / reject the claim?
  10. How will I submit my claim?
  11. How do I edit my claim?
  12. I need to withdraw one of my earlier claims. How do I do that?
  13. How will I know the status of my claims?
  14. Back to Claims Module
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This page (revision-) was last changed on 15-Sep-2011 11:20 by Bhanumati