Claim Overview

Claim Overview

This is the first point of entry for the expense claim.

Mandatory Fields are marked in yellow and must be completed in order to save the claim line.

On behalf of is the list of users that you can be a proxy to. For example their manager might request for them to create claims on his/her behalf. Proxy Users cannot process claims created for their manager.

Claim Type is a pre-defined list and if there is only one type available this will auto select and will not require a selection.

Purpose of claim requires a description to why the expense claim is being entered.

Claim Overview

Use the Add a new claim line button to continue and click below to see the next step in the process.

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