Managing Claim Settings

Claim series numbers play a vital role in differentiating and tracking claim requests. Suppose there are multiple employees after a client visits, and submits reimbursement claims of identical amounts. In such cases, the claim series number can only be the difference for the employers to identify each claim individually and manage them accordingly.

In this article lets us understand how to create a claim series number with customizations. It is also important in keeping the records of claims made in the past. 

To access the claim series settings tab, click on Org(1) from the left navigation menu. Click on Expenses & Travel(2) and navigate to Policies & Settings(3). Click on Claim Settings(4) to create or edit a claim series.

Click on the Three Dots to edit the claim series number. Click on Update to edit the existing claim number series.

On the Update Claim Number Series screen, provide a Prefix and Suffix for the claim series. Specify the Number of Digits required for each claim series. The Next Number indicates the starting point for the new series. Save your settings by clicking on Update.

Similarly, to view the history of the changes made to the claim series number, click on the View History option that pops up along with the Update option when you click on the three dots.

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