Using this importer, monthly claims bills can be uploaded in to the system which has to be approved later on, using Approval option.
Go to Transactions menu >> Under Flexible Benefits >> Click on Import Claims
Select appropriate month using Month drop down.
Click on Generate Template to download the template for filling the FBP Bills Claim details. Refer below screen shot to fill the data.
- After filling the details save the file in local system. Select the file by clicking on Browse/Choose File and click on Import.
- After importing, imported details will be displayed, Review the same and click on Save button to upload the detail
Note: Ensure to do the approvals before doing the FBP Process to display the approved amounts in Payouts.