Advance Claims

This article helps in understanding the entire flow of an advance claim request and approval. The process starts with an advance claim request being submitted by the applicant to approving the claim by the designated approver and processing of the claim by the accounts executive.

Prerequisites:

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

3. Ensure good internet connectivity

New Advance Application

Step 1: Go to Request New Advance under Advance Claims on eClaims DashboardFig.4.4.1 eClaims Dashboard

Step 2: Choose Cost Centre, Trip or Project and select the same from drop-downFig.4.4.2 Master Configuration

Step 3: Select attachments if anyFig.4.4.3 Master Configuration

Step 4: Enter Expense Details and Click on SubmitFig.4 4.4 Master Configuration

Fig.4.4.5 Master Configuration

Advance Claim Approval

Note: Ensure that you are signed in as the designated approver of the particular claim.

Step 1: Go to Approve/Reject Advance Claims under Advance Claims on eClaims DashboardFig.4.4.6 eClaims Dashboard

Step 2: Select the claim you wish to approve/reject and click on Approve/Reject under StatusFig.4.4.7 Approve/Reject Advance Claim

Step 3: Choose the Account Executive and Click on ApproveFig.4.4.8 Approve/Reject Advance Claim

Accounts Executive Approval

Note: Ensure that you are signed in as the Accounts Executive of the particular claim.

Step 1: Go to View Advance Approval Request under Accounts Executive widget in eClaims.

Fig 4.4.9 eClaims Dashboard

Step 2: Select the filters to fetch the required data. Select the claim which you want to review and approve. Right click on the claim and click on Approve.Fig 4.4.10 Approve Claims

Step 3: Click on Make Payment to approve the advance claim.Fig 4.4.11 Approve Claims

The advance claim will be approved. Fig 4.4.12 Approve Claims