Once the Finance Manager approves the claims, the next step is to process the Reimbursements.
The settlement of claims is done from the admin portal.
On the Home Page click “Transactions”
Click Reimbursement under Spend, Loan Management.
Click “Process Reimbursement” under “Workflow”.
Select the “From Date” and “To Date”.
Click “Apply transfer type for all employees”.
Select the “Transfer Type” from the drop-down.
You can either choose "Bank Transfer" or "Cash".
When the option is selected as Bank Transfer/Cash, you will get a separate report for each Type.
Click “Employee Filter”.
Select the Criteria for a specific employee or group of employees.
The list of the claims will be displayed.
Select the employee and Click “Save”.
The Claims are successfully processed.