Claims
The claim is approved — so how do I find out why a document did or did not post? For a claim the answer is short: nothing posted, because a claim is not a posting document. Approving a claim line and closing the month’s claim cycle write no journal, no cashbook line and no payable. The money leaves when somebody in finance pays from the cycle’s Bank Report and records that payment on a voucher, and the voucher is what posts. This section is for whoever sets claims up or pays them.
Start here. Staff claim and supervisors approve in Claim; finance reviews, pays and closes the month in Claim Cycle, whose page also compares the two vouchers you can pay on, shows where each claim figure comes from, and gives the five-minute check that a month’s claims were paid and booked (the claims applets and the vouchers side by side).
Meet the claim this subsystem exists for
An area manager at GS-PEN-01 buys a laptop for the company with his own card, gets the e-invoice in the
company’s name, and claims the RM 4,299.00 back; finance pays him from the cycle’s Bank Report and books it on a
voucher. The whole story, step by step, is on Claim Cycle › The claim this subsystem exists for.
Whose screen each one is
| Applet | Whose screen | Use it for |
|---|---|---|
| Claim | The claimant and the approving supervisor; HR owns its settings | Raising, approving and setting up claims; it writes no journal and no voucher |
| Claim Cycle | Finance reviewers, auditors and the final-level reviewer | One company’s month: review, Bank Report, PV Details, close; it posts nothing |
| Payment Voucher | The accounts-payable clerk | The common route for paying a person on the staff list; it posts |
| Reimbursement Payment Voucher | The accounts clerk paying a person back | The other voucher; read its page before using it on a taxed receipt |