This guide will assist you in performing Claim Closing for a company. The main purpose for Claim Closing is to carry forward the remaining claim balance from one year to the next.
To perform Claim Closing:
1. Go to Tools > Claim Closing.
2. Click Add New at the top right corner.
3. Select the Claim Closing Year and enter a Description for reference.
Note: Before proceeding, check for any pending Claim Requests. You must approve or reject all pending claims before performing the closing.
4. Under claim cutoff:
(1) Yearly Limit is the total claim limit set for employees,
(2) Max BF is the maximum claim amount that can be carried over to the next year,
(3) Approval amount shows the total claim amount approved for the employees in current year.
5. Once verified, click Confirm & Save to complete the claim closing process.
6. Click No to proceed if you do not want to double check the Cutoff.
7. The balance claim amount will now be reflect in the Claim Balance for all the staff.
By HanYang 251008, Azirah 251022