Authorizing an individual reimbursement claim

Select the claim ID to be authorized, in the multiline of the “Select Claim for Authorization” page.
Position the mouse pointer on the “Claim ID“ field in a multiline row, until a grabber hand appears.
Select the “Authorize” pushbutton

The “Authorize Reimbursement Claim” page appears.

The system displays the following fields from the “Select Claim for Authorization” page

Date Format	The date format applicable to the login user.
Supervisor	The employee code of the supervisor.
Employee	The name of the employee who applied for the claim.
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 identification number/ID selected in the previous page
Claim Date	The date on which you apply for the claim
Payment To	Indicates whether the payment was made to the employee or to the external provider
Reimbursement Group	The reimbursement group selected in the “Select Claim for Authorization” page.
Claim Status	The system displays any one of the following statuses § Pending Authorization § Authorized
Pending With	The name of the employee who is the authorizer for the reimbursement claim

The system displays the following group eligibility details

Group Opening Balance

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

Total Balance

The total balance of the employee, for the reimbursement item.

§ This is the sum of the opening balance and

§ The quantity/amount to which the employee is eligible for the current reimbursement calendar, minus the total quantity/amount availed till date

Claim Pending (For Authorization)

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

The system displays the values of the Reimbursement Item, Claim For, Relationship, Bill No., Bill Expenditure Date, Bill Value, Claim Value, Co-payment amount, Exception, Comments, Exception Amount, Sanction %, Sanction Amount, Quantity/Amount, Limit Per Claim, Balance, Amount Pending for Authorization, and Eligibility Nature fields in the Claim Details multiline.

Enter the following in the multiline.

Payment Mode	The method by which payment of reimbursement claim is made for the reimbursement item. It can be any one of the following options: § Payroll § Cash § Cheque
Authorized Amount	The amount, which is authorized for a reimbursement claim. Before you enter the authorized amount for the claim, note that the default authorized amount can be any one of the following options § The amount/quantity entered in the claim or bill, in the “Apply for Reimbursement” activity § The apportioned value of the authorized amount/quantity for the Claim ID. The authorized amount or quantity must have been entered in the multiline of the “Select Claim for authorization” page, for the Claim ID.
Cost Center Code	A unique code of the cost center.
Attach Document	Any document to be attached for reimbursement claim.

To compute the authorized mount

Select the “Compute Total Amount” pushbutton, to calculate the total reimbursement amount that is authorized.

The system updates the following fields, below the multiline

Total Claim Amount	The total eligible amount/quantity for which the employee is eligible, for the Claim ID.
Total Authorized Amount	The total amount that is authorized for the claim ID
Total Sanction Amount	The actual amount sanctioned for the claim, based on the Sanction%

To authorize claims / bills in bulk

Do not check the “Select” box in any multiline row
Select the “Authorize” pushbutton. All the claims and bills under the Claim ID are authorized.

The system displays the Claim Status as “Authorized”.

To reject claims / bills in bulk

Do not check the “Select” box in any multiline row
Enter the reason for rejecting the claim in the “Reject Reason” field.
Select the “Reject” pushbutton. All the claims and bills under the Claim ID are rejected.

The system displays the Claim Status as “Rejected”.

To selectively authorize claims / bills under the claim ID

Select the checkbox corresponding to the record in the multiline.
Select the “Authorize” pushbutton. The system will authorize the claim.

The system displays the Claim Status as “Authorized”.

To unauthorize the claims, select the “Unauthorize” pushbutton.

The system displays the claim status as “Unauthorized”

Note that authorized records can only be unauthorized.

To enter comments

Enter the following

Internal Remarks	Any internal remark pertaining to authorizing the reimbursement claims.
Comments	Any comment pertaining to authorizing the reimbursement claims.

Click on the “Bill Payment Details” link.

The “Bill Payment Details” page appears if “Payment To” value is selected as “Employee Partial” or “Recover from Third Party”.

Select the “Approval History” link to view the transaction workflow history details.

6 Hyperlinked topics below

Page Objective

Use this page to authorize an individual reimbursement claim.