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.
This applet is primarily managed and maintained by the AI Team (Authorized Individuals) and the Finance Department.
Other users are encouraged to use this applet for reference purposes only.
Key Features of the Organization Applet
Settings Impacting Claims
Company Settings:
Includes Business Registration Numbers (BRNs), company codes, and invoice upload configurations.
Relevance to Claims: Ensures claims are tied to the correct legal entity, facilitating proper financial tracking and audit compliance.
Branch Information:
Each branch is listed under its parent company with specific details such as branch code, address, and contact information.
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 for claim submissions can be linked to specific branches or companies.
Approvers for claims are often designated based on branch-level hierarchies.
Reporting and Reimbursement
Branch-level reports provide detailed insights into claims submitted, approved, or reimbursed.
Reimbursements are processed based on branch or company configurations, ensuring accurate financial transactions.
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
Overview of Features and Benefits
What Users Will Learn
TODO LIST:
need to find out what are the settings of a company in the organization applet that are being used in the claim applet?
how is the branches linked or used in claim applet? is permission linked to it? or what? are there reports that linked to branches? is approval based on branches or company? how is the claim re-imbursed?
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