Claims Guides

“The supervisors approved it, so why is it not in the ledger?” Because an approved claim is not yet paid and not yet booked: BigLedger’s claim screens stop at a report, and a person carries it to the bank, to a payment voucher and to the close. This section is for the finance person who does that each month, for each company in the group.

Before the first month

Setting claims up for a company — people, claim items, approval settings, the cut-off row and its clock, reviewers — is on Claims configuration, in the order the pieces depend on each other. Do it once per company, then run its ten-minute test claim.

When something is wrong

• An approved claim that finance cannot see: Approved claims never reach finance.
• A claim paid with salary that missed the payslip: A salary-paid claim missed the payslip.
• A message on a claim or cycle screen: the troubleshooting tables of the Claim Applet and the Claim Cycle Applet.

Read next

• Claims core concepts: the seven ideas behind every surprise in this module
• Handing salary-paid claims to payroll: the other half of the month, for items paid with salary