The Finance Department will need to close the claim cycle during the end of the cycle.
To close a Claim Cycle, change the status from ‘OPEN’ to ‘CLOSE’ in the ‘Main Details’ tab. Please refer to the screenshot below.
You will then need to enter a running number in order to complete the closing action. After this, the system will auto-sync the data of this claim cycle to MySoft ERP.
The reference number is a part of the requirement for MySoft ERP.
Once the Claim Cycle is closed, the cycle will be removed from the current listing and will appear on ‘Claim Cycle History’. You can find ‘Claim Cycle History’ in the side menu.
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