Adding / Editing/ Deleting Claim Details
On the Apply / Cancel Claim page, you can click Apply and add the claim details. The details displayed for claims on the Apply / Cancel Claim page are:
Claim Request Details
Field |
Description |
Ref ID |
Displays the reference ID of the travel request for which claim is being submitted |
Claim Reference ID |
Displays the reference id generated for the claim |
Cost Center |
Displays the cost center to which you belong |
Travel Type |
Displays the type of travel |
Destination |
Displays the destination of the travel |
From Date |
Displays the date from when you travelled |
To Date |
Displays the date when you returned |
Current Status |
Displays the current status of the claim |
Reason
|
Displays the reason to claim the travel amount |
Details
|
On clicking, displays the details of the claim |
To add claim details:
On the Apply/Cancel Claim page, click Apply.
The Add Claim Details window appears.
In the Request Reference ID list box, select the reference ID of the request raised before travel.
In the Cost Center list box, select the cost center you belong to.
In the Travel Type options, select the type of travel as below:
To enter details of a local travel, select Local.
To enter details of a national travel, select National.
In the City list box, select the city from where you want to travel.
To enter details of an international travel, select International.
In the Country list box, select the country from where you want to travel.
Click the From Date box and on the calendar that appears, select the date of onward travel.
Click the To Date box and on the calendar that appears, select the date of return.
The total number of days appears in the Visit Duration section.
In the Purpose of visit text box, enter the purpose of travel.
In the Objectives Achieved text box, enter any comments about the objectives achieved.
In the Employee Remarks text box, enter any relevant comments.
Click Save and Close.
The claim details are added and a reference number for the claim is generated.
Note
1: Fields marked * are mandatory and they cannot be left blank.
The following fields are mandatory: From
Date, To Date, Purpose of Visit.
Note 2: To exit without saving the details, click Cancel.
If you want to edit details of an existing claim that is not yet in the workflow, select the check box corresponding to the claim, click Edit, make the required changes and save.
If you want to delete details of an existing claim that is not yet in the workflow, select the check box corresponding to the claim, click Delete and confirm the deletion.
Click to know more:
Adding / Editing/ Deleting Travel Expense Details for claims
Adding / Editing/ Deleting Accommodation Expense Details for claims
Adding / Editing/ Deleting Sundry Expense Details for claims