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Select “Authorize Reimbursement Claims” from the left pane.
The “Select Claim for Authorization” page appears.
The system displays the following fields.
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Date Format |
The date format applicable to the login user. |
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Reimbursement Claim Unit |
Select the organization unit in which you must authorize a reimbursement item |
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Reimbursement Group |
The group to which the reimbursement item belongs. |
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Reimbursement Item |
The item for which reimbursement is claimed. |
To select through Search Criteria
Use this method, if you know just a few characters of the employee code or the employee name. In the search criteria group box, specify the search criteria based on which the system will fetch the records.
To specify the search criteria, you must enter one or more characters that employee code or employee name contains. Optionally, you can enter the “Claim Id”, “Claim Date From” and “Claim Date To” fields, to narrow your search. Search based on wild card characters is also supported.
Enter
the following search criteria values, in some or all of the following
fields.
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Employee Code |
The employee code of the employee for whom the reimbursement is made. |
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Employee Name |
The name of the employee for whom the reimbursement is made. |
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Claim Date From |
The Claim Date from which the search must be made. |
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Claim Date To |
The Claim Date until which the search must be made. |
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Claim Id |
The unique identification number / ID of the reimbursement claim. |
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Authorization Status |
Use the drop-down list box to select the authorization status. The combo is loaded with options "Authorized" and "Pending Authorization". |
Select the “ Search” pushbutton.
Note: If only one search
criteria value is entered, the system will fetch the records that satisfy
this value.
If more than one search criteria value is entered, the system will fetch
the records satisfying all the specified values.
If you do not enter any value in the search criteria group box and select
the “Search” pushbutton, the system will fetch all the records that are
applicable to the selected reimbursement claim unit.
The system displays the following details in the multiline, for the employee records that satisfy the search criteria specified.
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Claim ID |
The unique identification number / ID of the selected reimbursement claim. |
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Claim Date |
The date on which the claim was made |
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Claim Amount |
The amount that is specified to be claimed |
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Employee Code |
The employee code of the employee to whom the claim pertains |
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Employee Name |
The name of the employee to whom the claim pertains |
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Item Description |
The description of the reimbursement item to be claimed |
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Sanctioned Amount |
The amount for which the employee is eligible, for the claim ID. |
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Currency |
If the reimbursement is claimed in amount, the currency is displayed. |
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Claim Status |
The system displays any one of the following statuses Pending Authorization Authorized Rejected |
To authorize in bulk
Enter the following in the multiline, for each Claim ID to be authorized
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Authorized Amount |
The amount to be authorized for each reimbursement claim ID. |
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Remarks |
Any comment pertaining to authorizing the reimbursement item. |
Select the “Authorize” pushbutton.
To reject in bulk
Check the “Select” box, to select the claim ID to be rejected.
Select the “Reject” pushbutton.
To partially authorize claim IDs and review each dependent’s authorized amount
Enter the following in the multiline, for each Claim ID to be authorized
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Authorized Amount |
The amount to be authorized for each reimbursement claim ID. |
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Remarks |
Any comment pertaining to authorizing the reimbursement item. |
Select the “Authorize” pushbutton.
Position the mouse pointer on the “Claim ID“ field in a multiline row, until a grabber hand appears.
The “Authorize Reimbursement Claim” page appears.
The “Authorized Amount” field in the multiline displays the amount apportioned for each bill/claim, from the authorized amount in the previous page.
6 Hyperlinked topics below
Use this page to select a range of Claim IDs, and authorize or reject each Claim ID.
What you can do in this page
To select through Search Criteria
To authorize in bulk
To reject in bulk
To partially authorize claim IDs and review each dependent’s authorized amount