All the approved claims will be shown under this tab.
The claims will be grouped by the review level. The Claim Lines Tab allows users to view, manage, and take actions on all claims within a specific claim cycle. This tab is essential for validating and processing claims before they move to further stages.
How to Access the Claim Lines Tab
From the Claim Cycle Listing page, select the claim cycle you wish to manage.
Navigate to the Claim Lines Tab within the Claim Cycle Edit panel.
Features of the Claim Lines Tab
Grouped by Review Levels:
Review Level 1
Review Level 2
Review Level 3
- Review Level 4
Claims are organized based on review levels (e.g., Level 1, Level 2, etc.).
For example, if the claim has been reviewed and approved by an approver with 2nd review level, the claim will be grouped under ‘Reviewed by Level 2’. From there, approver with review level 3 and above can proceed with the claim review.
There are 4 Review Levels in total:
Users can expand each review level to see claims grouped as "Flagged" or "Not Flagged."
Flagged claims are highlighted in red for easy identification.
Review Levels:
There are four levels: Review Level 1, Level 2, Level 3, and Level 4.
Claims reviewed and approved by higher levels are grouped accordingly, and the next approver must validate them before proceeding.
Shown below in the screenshot is an example where the claim is reviewed by Level 4:
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Only claims fully reviewed claim lines ( reviewed by Level 4 approver) approvers will be processed into Checking Reports.
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Upon expanding the review level, there are two sub-categories which are ‘Flagged’ and ‘Not Flagged’. ‘Flagged’ claims will be highlighted in red, they normally will have criteria as listed below:
Flagged Claims Criteria:The
Document date
, claim amount, or receipt number has been amended.
Duplicate attachments detected across other claims
.