How to apply claim?

Modified on Fri, 19 Jul at 10:40 AM

1. Go to view your profile

2. Click on the Claim tab.

3. In the Claim tab, click the expand arrow on the right end of the Claim Application section.

4. Click on Create button beside the expand arrow.

5. Fill the form with necessary information for claim application.

Title: Claim application title

Do not reflect claim in payroll: Check this box to exclude the claim from the payroll. When selected, the status will automatically change to "processed" and bypass the approval process. This option is only available for users with "Manage claim" permission

Date: Enter the date of the application

Attachment: Upload any attachment for this application (optional). Supported formats are PDF, JPG, JPEG, and PNG

Description: Provide a description for this application

Reference and Code: Put any reference or code (optional)

Claim Type: Choose claim type that has already been assigned to this employee

Currency: Choose any currency that this application will be paid with, by default it will use the currency the company is set in

Tax: Tax option for this application

Amount: Enter the claim amount

Rate: Fill in the rate if the selected currency differs from the company's currency

Tax %: Available when Tax set to "With Tax"

Nett Amount: The total calculated amount, which will include any applicable rate adjustments

You can click the "Add More" button to create multiple claims within a single application.

6. Once you're done, click Create

Upon creating the claim application, the status will be in Draft.

7. Once created, head over to the Claim Application section to see all of your claim applications, you can edit it by clicking at the Action button then select Submit for Approval.

Additional information:

The claim limit per application is 20 records with a maximum total file size of 64MB.
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