Master Configuration - Select payment option, Manage Division, Advance applicable

This article focuses on certain configurations under Master Configuration in the Deskera eClaims Application. The functionalities covered in this article are concerned with the method of payment of claims amount to the applicants, managing divisions and eligibility for advance claim requests.

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

Select payment option 

The administrator can configure how the claims submitted and approved on eClaims application are to be settled and the payments to be made. The system allows two methods of payment; Payroll and GIRO.

Step 1: Go to Master Configuration under Administration on eClaims DashboardFig.4.2.3.1.7.1 eClaims Dashboard

Step 2:  Under Select Payment option choose the required optionFig.4.2.3.1.7.2 Master Configuration

Step 2.a: If Payroll is selected as the option the claim amount is mapped via the hard-coded Payroll Component E-Claim-Reimbursement which should be mapped to the employee Fig.4.2.3.1.7.3 Employee Salary Details

Step 2.b: If GIRO is selected as the option the claim amount is directly paid to the GIRO Bank details of the employee entered in the systemFig.4.2.3.1.7.4 Master Configuration

Step 3: Enter GIRO Bank Details

Fig.4.2.3.1.7.5 GIRO Bank Details

Step 4: Save changes and proceedFig.4.2.3.1.7.6 Master Configuration

Manage Division 

This function helps the administrator to create, edit or delete Divisions to which employees can be assigned on eClaims. If the Cost Centre and Division for a claim are the same, the data can be auto-populated while settling the claim.

Step 1: Go to Master Configuration under Administration on eClaims DashboardFig.4.2.3.1.7.7 eClaims Dashboard

Step 2: Click on Manage Division to open new windowFig.4.2.3.1.7.8 Master Configuration

Step 3: Enter New Division NameFig.4.2.3.1.7.9 Manage Divisions

Step 4: Submit New DivisionsFig.4.2.3.1.7.10 Manage Divisions

Step 5: Save changes and proceedFig.4.2.3.1.7.11 Master Configuration

Advance applicable for

This function helps the administrator configure if Cost Centers, Projects and Trips should be made eligible to request for Advance Claims. If enabled here, then they can apply for Advance Claims in the eClaims application which will allow them to claim before actually incurring the expense. This function also allows the administrator to set the maximum number of outstanding advances that may be present at a given time.

Note: One of the three options will always have to be enabled at all times.

Step 1: Go to Master Configuration under Administration on eClaims DashboardFig.4.2.3.1.7.12 eClaims Dashboard

Step 2: Enable check-box for options that are eligible for Advance claims Fig.4.2.3.1.7.13 Master Configuration

Fig.4.2.3.1.7.14 New Advance Claim

Step 3: Enter limit for Maximum outstanding advancesFig.4.2.3.1.7.15 Master Configuration

Step 4: Save changes and proceedFig.4.2.3.1.7.16 Master Configuration