Claims
Guides on setting up and managing the Claim module
By Gutsy1 author6 articles
- Creating Claim TypeLearn how to create and configure Claim Types so employees can submit their expenses
- Assign Employees to Claim TypesA guide for Admins to assign claim types to employees, enabling them to submit reimbursements under the correct scheme.
- Submitting Claim as an AdminLearn how Admins can submit a claim on behalf of an employee using the Admin account.
- Approving Claims as an AdminLearn how to review, edit, and approve employee claims efficiently from the Admin Portal.
- Creating Claims Approval FlowSet up a Claims Approval Flow to route claims requests automatically to the right approvers.
- Assigning Employees to the Claim Approval FlowAssign employees to the right Approval Flow to ensure their claim requests go to the correct approvers.