How can admin add individual claims to multi claim request?

Organizations have a structured system in place for employees to submit their expense claims to ensure fair and accurate reimbursement.

To add individual claim to a multi claim request, admin must perform the following actions:

1. From the greytHR Admin login, navigate to Expense Claims > Claims List. The Claims List page opens.
2. From the Select Employee search box, enter the name or number of an employee for whom you want to create a new multi claim. A list of multi claims for the selected employee appears.
3. Left-click the required multi claim request card. The card expands.
4. Click the Claims tab to add individual claims.
5. Click New Claim to start applying for an individual claim request. The Expense Claims page opens.
6. Select the Travel Expense Claims option.
7. Click Create. The required Travel Expense Claims form appears. 
8. From the Multi Claim dropdown list, select the required multi claim request to which you want to add the individual claim. 
9. From the Please select a claim item dropdown list, select the relevant individual claim item. 
10. Click Add Entry. The created individual claim request form appears.
11. In the Receipt No text box, enter the receipt number of your bill.
12. In the Claim Date text box, enter the date of the claim you are applying.
13. In the Claim Amount text box, enter the amount of your bill.
14. In the Attachment field, upload the relevant file. 
15. In the Remarks text box, enter the remarks, if any.
16. In the General Remarks text box, enter any additional remarks, if any.
17. Click Send for Approval to submit the individual claim. The added individual claim appears under the Claims tab.

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Related Links:

Video:

• To watch the Apply Reimbursement Claim on behalf of an Employee video, click here.
• To watch the Monitor Employee Reimbursement Claim Requests video, click here.
• To watch the View Employee Reimbursement Statement and Payslip video, click here.

FAQs- To read more FAQs about Claims, click here.

Documentation- To read more about Claims, click here.

Product Update- To read about the product update, click here.