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Forex Rate calculation#

The Forex rate has to be configured in the application to enable claims in other/foreign currency. The base currency and the exchange rate have to be specified to activate the feature.

Steps to add currency and map the currency

1. Go to System > List of Values and add the currency and its relevant code.
2. Now Map the currency against the required Transition.

1. From System go to Configure > Forex Rate
2. Click on Add button.
3. Give the From and To date and details of the Base currency and the forex rate for exchange. For example : One United Kingdom Pounds = 70 Indian Rupees.
4. Click on Save to save the entry.
5. This feature is now activated when the employees claim for items that are Forex Based Claim type

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 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. 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