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Assign Currency for employees#

If a Company has a policy of making Claim payouts in more than one currency, such currencies will have to be mapped to the relevant Transition type (these Transitions will be assigned to each employee). Else only the Default Home Currency will have to be set . It is only after this mapping, the employee will be able to use the currency while making/submitting the claim.

Set Preference

• Go to System > Preference and select Employee folder.
• Select Default Transition for Currency and Default Home Currency and click on Apply to save changes.

Follow the procedure below to assign the currency to employees.

1. Notice the employee assigned to Various Category
2. Under System go to List of Values and select Currency Mapping under General folder.
3. Now select the desired Transition and the corresponding Currency. Click Apply to save the changes.

1. Where do I create a Claim Category?
2. How do I add Claim items?
3. How do I create a Claim Template?
4. How do I configure a Claim Template?
5. How will I restrict the claim templates to certain set of Employees?
6. How do I create and Edit a Batch?
7. How do I set reviewer for Claims?
8. For international travel claims, how to calculate forex?
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