In this User Guide, you will be able to learn:
1. How to setup Claim
2. How to manage the employees' Claim Submission/Records
3. How to view Claim Report
4. 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: