Approve/Reject Advance Request, Change Approver

This article helps to understand the steps involved in approving or rejecting the advance claim application made by an employee. Only the assigned approver for the particular employee will have the option to approve or reject the particular claim.

Prerequisites:

1. Ensure you have your Deskera eClaims application URL in place.

2. Ensure you are logged in as the designated approver for the employee.

3. Ensure a good internet connectivity.

4. Ensure that the user has already submitted an advance claim application.

How to Approve/Reject Advance Request 

Step 1: Go to Approve/Reject Advance Claims under Advance Claims on eClaims DashboardFig.4.4.3.1 eClaims Dashboard

Step 2: Select the claim you wish to approve/reject and click on Approve/Reject under StatusFig.4.4.3.2 Approve/Reject Advance Claim

Step 3: Choose the Account Executive and Click on ApproveFig.4.4.3.3 Approve/Reject Advance Claim

To reject select Reject status, enter comment and click on SubmitFig.4.4.3.4 Approve/Reject Advance Claim

How to Change Approver for Advance Claims

Note: Ensure you are the administrator of the eClaims application

Step 1: Go to Approve/Reject Advance Claims under Advance Claims on eClaims DashboardFig.4.4.3.5 Master Configuration

Step 2: Select the claim you wish to approve/reject and click on Change ApproverFig.4.4.3.6 Approve/Reject Advance Claim

Step 3: Select the Approver and click on ApplyFig.4.4.3.7 Change Approver