Manage Expense Types

Deskera eClaims application allows the user to create, edit and delete the various types of expenses that are used in claim application and processing. The user can also set monthly and yearly limits or budgets on the total spending on any particular expense type after which the user will get a notification that the limit has been reached.

Prerequisites:

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

2. Ensure you are the administrator of the eClaims application

3. Ensure a good internet connectivity

Create New Expense Type

The user can create new expense types in the system which users can use while applying for relevant claims.

Step 1: Go to Manage Expense Types under Master Settings on eClaims DashboardFig.4.6.5.1.1 eClaims Dashboard

Step 2: Click on New to create new expense typeFig.4.6.5.1.2 Manage Expense Types

Step 3: Enter Expense Type details in the new windowFig.4.6.5.1.3 Add Expense Types

Fig.4.6.5.1.4 Add Expense Types

Step 4: Click on Submit to save new expense typeFig.4.6.5.1.5 Add Expense Types

Edit Active Expense Type

The user can edit or modify existing expense types in the system which users can use while applying for relevant claims.

Step 1: Go to Manage Expense Types under Master Settings on eClaims Dashboard Fig.4.6.5.1.6 eClaims Dashboard

Step 2: Select the expense type to edit and click on EditFig.4.6.5.1.7 Manage Expense Types

Step 3: Make the required changes to be madeFig.4.6.5.1.8 Edit Expense Types

Step 4: Click on Edit to save the changesFig.4.6.5.1.9 Edit Expense Types

Disable Expense Type

The admin can disable an already existing active expense type. This would mean that the users would no longer be able to apply for a claim against that particular expense type. This however would not affect the claims that have already been applied and processed.

Step 1: Go to Manage Expense Types under Master Settings on eClaims Dashboard Fig.4.6.5.1.10 eClaims Dashboard

Step 2: Select the expense type to disable and click on Edit

Fig.4.6.5.1.11 Manage Expense Types

Step 3: Disable the “Active” check-box and click on Edit to save.Fig.4.6.5.1.12 Edit Expense Types

Delete Expense Type

The admin can permanently delete an expense type from the Deskera eClaims system. However an expense cannot be deleted if it has already been used for a claim application. In order to delete the expense type the user would have to first delete all claims made against the particular expense type.

Step 1: Go to Manage Expense Types under Master Settings on eClaims Dashboard Fig.4.6.5.1.13 eClaims Dashboard

Step 2: Select the expense type to delete and click on DeleteFig.4.6.5.1.14 Manage Expense Types

Step 3: Click on Yes to confirm DeleteFig.4.6.5.1.15 Delete Expense Types