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The My Claim section organizes all claims in one centralized location, allowing users to efficiently manage both new and existing claims. Starting here ensures that claims are tracked systematically.
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The Claim Lines tab organizes all expense details under the claim. This structure ensures transparency and enables detailed tracking of individual expenses.
Claim Lines Preview Panel:
Displays key information, including:
Claimant Name: Identifies who is submitting the claim.
Claim ID: A unique identifier assigned to the claim for easy tracking.
Job Group and Created By: Contextual details for the supervisor’s reference.
Status: Indicates the current stage of the claim (e.g., Draft).
Adding Claim Lines: Users are prompted to click the ‘+’ button within the Claim Lines tab to input detailed expense information. This step is essential for itemizing costs and attaching supporting documentation.
Each line represents an individual expense, ensuring clear and organized documentation.
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Step 3: Filling in Claim Line Details
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Note: If you want to configure your Event setting, click here. |
Why Configure Events?
Ensures all relevant events are preloaded and available for selection during claim submission.
Helps maintain accurate records of event-related expenditures.
Allows customization of event-related categories for improved expense tracking.
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