Interface Overview
1. The Side Menu provides quick access to all features of the Claim Cycle Applet:
Claim Cycle: View all open and ongoing claim cycles from this page.
Pivot Report: This report spans all entities and claim cycles, offering a broader perspective than the Pivot Report available within an individual claim cycle.
PV Details Report: Primarily used for auditing purposes, this report helps track and identify what has been posted into the ERP system from E-Claim.
Sampling Analysis Report: Designed for finance teams to conduct analysis across all claims, regardless of the entity or time period.
Payroll Payment Report: View and export payroll-related claims, including employee details, claim status, and amounts, filtered by claim cycle and entity.
Claim Cycle History: All the closed claim cycles in the past will be listed here.
Claim Cycle Listing
Users can view all the open and on-going claim cycles on this page.
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The Claim Cycle Listing displays all ongoing claim cycles in a tabular format. Key columns include:
Code: Unique identifier for each claim cycle.
Name: Title of the claim cycle (e.g., "Baker Tilly Management claim cycle 2024 October").
Status: Shows whether the cycle is
OPENorCLOSED.Total Number of Claims: Indicates the number of claims within the cycle.
Name Format: The name follows the format (Entity_ClaimCycle_Year_Month). This helps users identify cycles based on their entity, year, and month.
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Key Outcomes
By using the Claim Cycle Applet, users can:
Efficiently manage ongoing claim cycles.
Generate detailed reports for auditing and compliance.
Access historical claim data for analysis and decision-making.
Ensure a smooth workflow between claim submission and financial reconciliation.