Applying / Cancelling Claim
After a travel, you can claim for reimbursement of expenses incurred by you.
You can claim:
Travel Expenses
Accommodation Expenses
Sundry Expenses
Please note:
Your claim request cannot exceed the maximum amount limit defined by the organization for your designation, travel type and expense type.
Your claim will be directed to your RO, the REV and Finance department for approval.
Depending on your organization policies, you are required to attach proofs of travel and expense for verification by the approving authorities.
In the Apply / Cancel Claim page, you can:
Apply a claim
Delete a claim that is not yet in the approval workflow
Withdraw a claim that is already in the approval workflow
To apply for approval of a claim:
On the My Self menu, under Travel And Expense, click Apply / Cancel Claim.
The Apply/Cancel Claim page opens.
On the Apply / Cancel Claim page, click Apply, add the claim details, and save.
The claim is saved and a reference id is generated for the same.
Note the reference id to identify the claim on the list of claims.
On the Apply / Cancel Claim page, identify the claim request with the claim reference id, select the corresponding check box to update the claim details on the expense details pages.
Note: If you have not selected the check box after adding the claim request, the request will not be visible on the Expense Details pages.
On the left navigation pane, click Travel Expense Details, click Add, enter the travel expense details and save.
On the left navigation pane, click Accommodation Expense Details, click Add, enter the accommodation expense details and save.
On the left navigation pane, click Sundry Expense Details, click Add, enter the other expense details and save.
On the left navigation pane, click Claim Amount Details and view the total amount claimed and other associated details.
On the left navigation pane, click Apply/Cancel Claim, select the check box corresponding to the claim and click Submit.
The claim is directed to your RO for approval.
To withdraw an existing claim from the workflow:
On the Apply/Cancel Claim page, select the check box corresponding to a claim, click Withdraw and confirm.
The withdrawal request is directed to your RO for approval.
Click to know more:
Adding / Editing/ Deleting Claim Details
Adding / Editing/ Deleting Travel Expense Details for Claims
Adding / Editing/ Deleting Accommodation Expense Details for Claims
Adding / Editing/ Deleting Sundry Expense Details for Claims