What are the benefits of configuring claim templates?

Created by Product Content Team, Modified on Thu, 19 Jun at 11:32 AM by Product Content Team


Categorizing reimbursements and utilizing claim templates offer several advantages for organizations. 


Following are the benefits:

  1. Simplifies the calculation process by systematically tracking and calculating expenses based on predefined categories.
  2. Allows claim templates to be customized to align with specific requirements and internal policies, providing a tailored approach to reimbursement management. Organizations can define the appearance of the claim form and configure the workflow, ensuring a consistent and efficient process. Custom fields can be added to capture specific information, enabling the collection of relevant details for each claim category.
  3. Control the visibility of claim templates, allowing employees to only view relevant categories based on their roles and responsibilities. Overall, these benefits contribute to a streamlined and user-friendly reimbursement process.

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