Using this importer, approved monthly claims can be uploaded in to the system with approved amount.
Go to Transactions menu >> Under Flexible Benefits >> Click on Import Approved Bills
- Select appropriate month using Month drop down.
- Click on Generate Template to download the template for filling the FBP Claim details with approved amount. 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 details
Note: Ensure to do the FBP Process to display the approved amounts in Payouts.