Categorizing reimbursements and utilizing claim templates offer several advantages for organizations.
Following are the benefits:
- Simplifies the calculation process by systematically tracking and calculating expenses based on predefined categories.
- 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.
- 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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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.
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