Viewing reimbursement claims

Select the "View Reimbursement Claims" link from the "Select Reimbursement Claim to View" page.

The " View Reimbursement Claim " page appears.

The system displays the following fields

Date Format	The date format applicable to the login user. Tell me more
Reimbursement Claim Unit	Select the organization unit in which you must view a reimbursement item. Tell me more
Employee	The employee code of the employee you selected in the “Select Reimbursement Claim to View” page
Work Location Short Description	The short description of the employee’s work location.
Department Short Description	The short description of department of the employee.
Position Title	The title of the position being held by the employee.
Job Title	The job title of the employee.
Grade Set Short Description	The short description of grade set of the employee.
Grade Short Description	The short description of grade of the employee.
Supervisor Code	The code that identifies the supervisor of the employee.
Supervisor Name	The name of the supervisor.
Claim ID	The claim ID you selected in the “Select Reimbursement Claim to View” page
Claim Date	The date on which the employee applied for the reimbursement claim
Payment To	Indicates whether the payment is made to the employee or to the external provider.
Paid Process Period	Indicates the paid process period.
Reimbursement Group	The reimbursement group selected in the “Select Reimbursement Claim to View” page
Employee Medical Scheme	The system displays the medical scheme of the employee.
Employee Ward Class	The ward class of the employee.
Claim Status	The system will display any on of the following statuses § Pending for Authorization § Authorized § Rejected
Pending With	The name of the employee is responsible for authorizing the reimbursement application

Note: You can find out the amount or quantity that the employee has availed, until date within the calendar year, by calculating the difference between the (I) Total Balance, and (2) The sum of the Item Eligibility and Opening Balance. See picture.

Group Opening Balance

The opening balance, which is the amount or value carried forward from the previous Reimbursement Calendar

Total Balance

The total balance amount of the reimbursement item, which the employee can claim. This will be the sum of the following

§ The opening balance

§ The difference between the quantity/amount for which the employee is eligible in the current reimbursement calendar and the total quantity/amount availed for the current year.

Claims Pending (for Authorization)

The sum of the claim amount in a group that is pending for authorization.

The system displays the following fields in the multiline.

Reimbursement Item	The item for which the employee claimed for reimbursement.
Claim For	Indicates whether the claim is for the employee or for the dependents.
Relationship	The relationship of the dependent to the employee.
Bill No.	The unique number of the bill submitted for reimbursement
Bill / Expenditure Date	The date specified in the bill submitted for reimbursement
Bill Value	The amount specified in the bill submitted for reimbursement
Claim Value	The amount that can be claimed against each reimbursement claim
Exception	From the drop-down list box, select any one of the following options § “Yes” indicates that the amount can be reimbursed without the bills. § “No” indicates that the amount can only be reimbursed with the bills
Comments	The reason pertaining to the exception if the exception value is set to “Yes”.
Exception Amount	The claim amount for which the bills are not required.
Sanction Amount	The amount sanctioned by the authorizer.
Recover from Third Party	The reimbursement amount will be paid partially by the provider
Quantity / Amount	The system displays whether the reimbursement against the specific item must be granted in “quantity” or “amount “.
Limit Per Claim	The maximum amount that can be claimed at one instance as defined in the creation of reimbursement item in the “Reimbursement Setup” component.
Balance	The balance amount that has not been availed and can be claimed by the employee.
Amount Pending for Authorization	Indicates the claim amount, which is pending for authorization.
Eligibility Nature	The system displays any one of the following options "Separate for Employee and Separate for Dependents": This implies that the eligibility limit defined will be separately applicable for each dependant and the employee. “Common for Dependents”: This implies that the eligibility limit defined will be applicable for all the dependents “Separate for Dependents”: This implies that the eligibility limit defined will be applicable for each dependent separately. “Common for All“: This implies that the eligibility limit defined will be applicable for all the dependants and the employee "Separate for employee and common for dependent". This implies that the eligibility limit defined will be separately applicable for the employee. Also the limit defined will be applicable for the dependents.
Payment Mode	The system displays any one of following mode of payments for reimbursement. Payroll Cheque Cash
Cost Center Code	The unique code of the cost center.
Authorized Amount	The amount approved by the authorizer against the reimbursement claim request.
Attach Document	The document attached for reimbursement claim.

The following fields are displayed below the multiline.

Total Claim Amount	The total amount claimed by the employee, which is the sum of the amount specified in the bills.
Total Authorized Amount	The total amount that has been approved by the authorizer.
Total Sanction Amount	The actual amount sanctioned for the Claim ID, based on the Sanction % for the Claim ID value.
Internal Remarks	Any remark pertaining to the reimbursement claims
Rejection Reason	The reason for rejection, if the reimbursement claim has been rejected by the authorizer
Comments	Any comments applicable to the reimbursement claim

6 Hyperlinked topics below

Page objective

Use this page to view the details of the reimbursement claims under a Claim ID. The claims will be for a reimbursement item to which the employee is entitled.