Checking Reports Tab

The Checking Reports Tab is an essential feature within the Claim Cycle Applet that allows the finance team to manage claims that are either approved, on hold, or pending processing due to specific circumstances. This tab helps ensure all claims are accounted for and processed systematically.

Importance of the Checking Reports Tab

1. Error Management: Identifies claims that didn’t meet the initial processing criteria, ensuring they are not missed in the next cycle.

2. Audit and Compliance: Provides a clear view of claims for audit and compliance checks.

3. Decision Flexibility: Allows finance to decide whether to process delayed claims in the current cycle or carry them forward to the next.

4. Efficiency: Segregates claims into actionable categories for faster processing.

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Sub-Tabs Within the Checking Reports Tab

The Checking Reports Tab is divided into three sub-tabs:

1. Inbox

2. Approved

3. On-Hold

1. Inbox Sub-Tab

The Inbox Sub-Tab lists all claims that could not be processed in the current claim cycle. Common reasons include:

• Late Supervisor Approval: Claims approved after the finance cut-off date.

• Incomplete Documentation: Claims missing required attachments or information.

Key Features:

• Review and Process: Finance can choose to process these claims in the current cycle or allow them to move automatically to the next cycle.

• Search and Filter Options: Easily locate claims based on employee name, claim ID, or other details.

• Example: If a supervisor approves a claim after the cut-off date, it will appear in this tab. Finance can decide to include it in the current cycle to avoid delays.

2. Approved Sub-Tab

The Approved Sub-Tab displays all claims that have been fully reviewed and approved. These claims are ready for the final stages of processing.

Key Features:

• Fully Reviewed Claims: Lists claims approved by Level 4 reviewers.

• Details Displayed: Employee name, claim ID, GL Code, claim item, and more.

• Example: Claims under this tab are sent to Checking Reports and integrated into the ERP system for final reconciliation.

3. On-Hold Sub-Tab

The On-Hold Sub-Tab lists claims that have been flagged or require further clarification before approval. These claims remain in this status until resolved.

Key Features:

• Reasons for On-Hold:

  • Unclear documentation.

  • Discrepancies in claim amounts.

  • Duplicate attachments or potential errors.

• Remarks and Attachments: Finance can add comments or upload supporting documents to provide feedback to the claimant.

Example Process:

1. A claim flagged for using a duplicate attachment will appear here.

2. Finance can review the claim, add remarks, and resolve it by either approving or rejecting the claim.

When to Use the Checking Reports Tab

• Post-Review Stage: Use this tab to manage claims that need attention after initial review.

• Audit Preparation: Ensure all claims are appropriately categorized and validated before final processing.

• Cycle Management: Decide whether to process claims in the current cycle or defer them to the next.

By understanding and utilizing the Checking Reports Tab, the finance team can ensure no claim is missed or incorrectly processed, maintaining compliance and accuracy across all claim cycles.