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


NoteEnsure to do the FBP Process to display the approved amounts in Payouts.