Page Comparison

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The Organization Applet is a foundational component of the e-Claim module, designed to manage and configure essential details about companies and their branches. This applet ensures that all necessary configurations—such as branch information, business registration numbers (BRNs), and invoice upload settings—are accurate and aligned with organizational policies.

Importance of the Organization Applet

• Seamless Integration with the e-Claim Module: Provides the structural backbone for managing claims by linking them to the correct company and branch details.

• Accurate Claim Submissions: Ensures claims are processed with the correct organizational details, reducing errors and processing delays.

• Improved Compliance: Aligns organizational and branch configurations with regulatory requirements, ensuring smooth audits and adherence to policies.

TODO LIST:

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need to find out what are the settings of a company in the organization applet that are being used in the claim applet?

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Key Features of the Organization Applet

Settings Impacting Claims

Company Settings:

• Includes Business Registration Numbers (BRNs): Used for associating claims with the correct legal entity, ensuring compliance with regulatory and tax requirements.

• Relevance to Claims: Ensures claims are tied to the correct legal entity, facilitating proper financial tracking and audit compliance.

• Company Codes: Ensure claims are routed and processed under the appropriate company within the e-Claim module.

• Invoice Upload Configurations: Allow automated linking of invoice-related claims, improving efficiency in processing.

• Entity-Specific Permissions: Define which employees or approvers have access to claims submitted under a specific company entity.
  

Branch Settings:

• Branch Codes: Used to link claims to specific branches, ensuring that expenses are accurately attributed to the correct location.

• Approval Hierarchy: Approvals can be set up at the branch level, allowing claims to be reviewed and authorized by managers responsible for those branches.

• Claim Filtering: Reports and claim listings can be filtered by branches for granular analysis and accountability.

• Branch-Based Permissions: Users may only have access to submit or approve claims for branches they are associated with.
  
  Approval is based on:

  • Both:

    • Branch-Level Approval: Typically used when branch-specific managers or teams are responsible for approving claims.

    • Company-Level Approval: Used when claims require review by higher-level management or finance teams overseeing multiple branches.

    • Hierarchy: Many workflows allow for a combination of both, starting with branch-level approval and escalating to company-level approvers for final authorization

• Relevance to Claims:

  • Claims can be processed and tracked based on branch-specific data.

  • Approval workflows can be configured at the branch level.

Permissions and Access

• Permissions are often tied to branches to ensure that only authorized personnel can submit, approve, or view claims related to a specific branch.

• Approvers for claims are often designated based on branch-level hierarchies.

• Example: A branch manager may be configured as an approver for all claims within their branch, while employees in that branch are restricted to submitting claims only.

Reporting and Reimbursement

• Branch-level reports provide detailed insights into claims submitted, approved, or reimbursed.

• Reports can be filtered by branch to focus on specific operational units.

• Reimbursement Process:

  • Branch-Level Reimbursements: Claims are often processed and reimbursed at the branch level to ensure alignment with local operations.

  • Company-Level Consolidation: In some cases, claims from all branches are consolidated at the company level for reimbursement.

  • Bank Details Integration: Employee payment configurations (set up in the Employee Maintenance Applet) ensure funds are transferred to the correct account.

  • Finance Department Role: Verifies claim data and initiates reimbursements through pre-configured payment workflows linked to the Organization Applet.
    

• This is how the Organization Applet interacts with the Claim Applet and supports the overall claim submission, approval, and reimbursement process

Example Use Cases

Claim Submission

• An employee submits a travel reimbursement claim. The claim is routed to the approver of the branch the employee belongs to, ensuring proper oversight.

Approval Workflows

• A branch manager is designated as the approver for all claims submitted under their branch. This ensures accountability and streamlined processing.

Financial Reporting

• Monthly claim summaries are generated at both the company and branch levels, providing insights into expenses and reimbursement trends

Organization Applet Overview

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Side Menu:

Company: Where all companies are listed.

Branch: where all branches are listed.

Company Listing: All of the companies are being displayed as a list.

What Users Will Learn