...
Claims may be submitted indefinitely for past periods, leading to compliance risks. Configuring cut-off dates in the Claim Cut-Off Logic applet ensures timely submissions.
Organization and Branch Settings
13. What are the settings of a company in the Organization Applet that are being used in the Claim Applet?
Business Registration Numbers (BRNs): Used for associating claims with the correct legal entity, ensuring compliance with regulatory and tax requirements.
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.
14. How are branches linked or used in the Claim Applet?
Used to link claims to specific branches, ensuring that expenses are accurately attributed to the correct location.
Approvals can be set up at the branch level, allowing claims to be reviewed and authorized by managers responsible for those branches.
Reports and claim listings can be filtered by branches for granular analysis and accountability.
Users may only have access to submit or approve claims for branches they are associated with.
15. Are permissions linked to branches?
Yes: Permissions are often tied to branches to ensure that only authorized personnel can submit, approve, or view claims related to a specific branch.
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.
16. Are there reports linked to branches?
Yes:
Branch-level reports detail claims submitted, approved, pending, or reimbursed for each branch.
These reports help in tracking expenses and identifying trends or anomalies at the branch level.
Reports can be filtered by branch to focus on specific operational units.
17. Is approval based on branches or companies?
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.
18. How is the claim reimbursed?
Claims are often processed and reimbursed at the branch level to ensure alignment with local operations.
In some cases, claims from all branches are consolidated at the company level for reimbursement.
Employee payment configurations (set up in the Employee Maintenance Applet) ensure funds are transferred to the correct account.
Verifies claim data and initiates reimbursements through pre-configured payment workflows linked to the Organization Applet.
The E-Claim Module's comprehensive structure empowers organizations to handle claims efficiently, accurately, and in compliance with policies. By integrating all applets into a single module, it minimizes manual intervention, reduces errors, and ensures transparency. Employees, managers, and administrators benefit from its user-friendly design, which simplifies processes while maintaining robust controls.
...