Authorize Reimbursement Claims - A summary of the activity

Through this activity, you can authorize claims in full, authorize a partial amount / quantity or reject the claim.  You can

    Authorize in bulk

     Authorize a single Claim ID.

Authorizing in Bulk: You can authorize multiple Claim IDs of employees. The entire amount/quantity to which an employee is eligible for a single Claim ID can be authorized. Otherwise, a partial amount/quantity can be authorized for a Claim ID. In such instances, the system apportions this quantity/amount among the individual bills / claims under the Claim IDs. These bills/claims can pertain to the employee or dependents. Apportioning is possible only if each dependent to whom the bills/claims pertain have the required balance for the calendar year. Otherwise, an error is displayed.

You can also choose to reject, in bulk, the entire sets of Claim IDs.

Authorizing or Rejecting Individual Claim IDs: You can authorize an individual claim ID, after viewing the details of all the claims/bills under the Claim ID. The system allows you to 

      Accept the claim in full

     Accept the claim partially; the sanctioned amount or percentage can be specified

     Reject the claim altogether

Note: There can be multiple stages of authorization, such as authorization by the supervisor, before the final authorization by the HR manager. The number of levels of authorization is defined in the Process Configurator component. After authorization at each level is completed, the supervisor at the next level is intimated through the “My Page” component of Ramco iEnterprise Series, where his authorization is displayed as pending. Alternatively, the next level supervisor receives a mail that his authorization is pending. 

Implication of authorization: After you authorize of the claim, the system carries out one of the following:

     Posts accounting entries for the claim expenses to the financial components.

   Sends authorized claims to the Release Payment component of financials, for releasing the payment to claimants

Scope of the Activity: Through this activity, you can carry out the following:

     Select Claim for Authorization

     Authorize Reimbursement Claims

Getting familiar with the pages inside

Prerequisites

     Set Reimbursement Security

     Application for Reimbursement Claims

What can you do in this activity

Authorize Claims in Bulk

Authorize an Individual Reimbursement Claim