What are the benefits of configuring claim templates?

Created by Product Content Team, Modified on Tue, 12 Mar at 3:26 PM 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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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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