Processing Claims
Once the Fund Manager approves the fund request and you complete the task for which you requested the fund, you are ready to submit a claim. After you submit the claim, the Fund Manager can review and approve it.
To submit a claim
- Select the pre-approved fund request for which you want to submit a claim.
For instructions on selecting fund requests, see Finding Records.
- On the Fund Request Detail page, click the Edit button.
- On the Fund Request Edit page, do the following:
- Enter the amount you are claiming in the Claim Req. field.
- Select Claim Submitted from the Status field.
- Enter an appropriate date in the Due Date field.
- Save the record.
To approve a claim
- Select the fund request for which you want to approve a claim.
For instructions on selecting fund requests, see Finding Records.
- On the Fund Request Detail page, review the amount being claimed in the Claim Req. field, and then click the Edit button.
- On the Fund Request Edit page, do the following:
- Enter the amount you approve in the Approved field.
- Enter the date in the Claim Decision Date field.
- Select Claim Approved from the Status field.
- Save the record.
After a claim is approved, it appears in the Fund Debits section of the fund record.
NOTE: After a claim is approved, you can no longer edit the fund request.
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