In this User Guide, you will be able to learn:
1. How to setup claim type.
2. How to setup cash advance.
3. How to setup claim shared.
4. How to setup claim group.
5. How to setup company policy.
6. How to setup claim notification setup.
7. How to manage the employees' Claim Submission/Records
8. How to view Claim Report
9. How to assign Multiple Payable Date
Video Guide:
Admin Setup New Claim Type:
Update Claim Type:
Delete Claim Type:
Setup New Claim Shared Type - Part 1:
Setup New Claim Shared Type - Part 2:
Setup Company Policy:
Setup Claim Notification Setup:
Setup Auto Exchange Rate(currency):
Create New Claim Advance type:
Update Cash Advance Type:
Delete Cash Advance Type:
Create/Edit/Delete Claim Group:
Create/Edit/Delete Claim Custom Info:
How to Check and Update employee Claim Group:
Submit Claim/Cash Advance by Admin mode:
Submit Draft Claim or Open Cash Advance by Admin mode:
Withdraw or Cancel Claim by Admin mode:
Process Claim by Finance/Admin:
View And Filter Claim Report - Part 1:
View and filter Claim Report - Part 2:
Download attachment in Mass under Claim Report: