On the home page click on the settings icon on the right-hand side.
Click “Configure Rules”.
Click “Addon Modules”.
Click “Reimbursement”.
Select the date range to setup the claims window. This is to restrict the employees to submit the claims within the date range.
Check the box “Process Reimbursements along with Payroll” if the reimbursements need be paid along with Salary.
Check the check box “Enable Direct Claim” to enable to direct claim.
Example: If this option is enabled, then the approval notification will be directly triggered to the Final approver, and the Reporting manager will not receive the approval notification.
If the box is unchecked, then the Standard workflow will be followed i.e.
Example: The workflow will follow “Employee >> Reporting manager >> Finance approver”
Click “Save”.
