1. If you would like to submet new claim, click on the "Add" link (see above)
2. You will be directed to the submit claims page.
3. Then, fill in the relevant information.
Title | Description |
Staff | choose which staff that would like to make a claim |
Expense Categories | Select the expense categories |
Purpose of claims | Put in the purpose of claim |
Claim Date | Put in the claim date |
Project | If this claim is associated with a project, choose the project here. Administrator can add new projects in Projects submodule. |
Advance | If this claim is related to an advance, select the advance associated. The system will automatically calculate amount due to staff after deducting the advance amount. |
Movement | If this claim is related to a movement, select the movement associated. |
Add Item button | Click this button to add items to the claims. 1 item constitutes 1 receipt. So, if there are multiple receipts in one claims, please make sure you add separate items for each receipts. |
4. Finance approve claims
5. Automatic create transactions
6. Pay Claims – Create Payment Voucher then approved PV
7. Automatic create transactions
