Claim Cycle Overview

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

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 OPEN or CLOSED.
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.

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.