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Claims Module#

This module facilitates the reimbursement of claims for authorized expenditures made in and around the official duty. Employees may be reimbursed for the following cash expenditures: Mileage reimbursement, Tolls, and Parking fees, Taxicab, Official calls in the local area etc.

Procedure

The following are the procedures for the preparation of claims:

• Set up claim rules.
• Category, under which the claims are to made, should be created.
• Create list of claimable items.
• Create claim template.
• Each template will have a list of claimable items.
• Rules should be assigned to all items of the templates.
• Reviewer and Approver have to be assigned to the templates.
• Workflow has to be defined.
• Shortlist the employees and assign appropriate claim templates to them.
• Create a batch to process payments.

The following are the procedures for submission of claims for reimbursement:

• The Employees can submit the claims from their login.
• A claim form will have the templates applicable to them with the list of claimable items and their respective categories.
• The Employees also has the option to edit and withdraw their claim.

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 to assign Employees for Home Currency?
10. How does a Manager accept / reject the claim?
11. How will I submit my claim?
12. How do I edit my claim?
13. I need to withdraw one of my earlier claims. How do I do that?
14. How will I know the status of my claims?