How can admin add advances to multi claim request?

The greytHR's Claims List page allows the admin to create new multi-claims on behalf of the employees.

To add advances to a multi-claim request, the 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 Advances tab to add advances to the selected multi claim request.
5. Click Add Advance button to add the advance. The Add Advance pop-up appears.
6. In the Currency dropdown list, select the relevant currency.
7. In the Amount text box, enter the amount of advance.
8. In the Date calendar dropdown, select the relevant date.
9. From the Payment Type dropdown list, select the appropriate payment method.
10. In the Remarks text box, enter the remarks, if any.
11. Click Confirm to add the advance. The added advance claim appears under the Advances 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.