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ePortal - Claims: Create a new monthly and petty cash claim

How to add new Monthly & Petty Cash Claim Types from Eportal?

Updated today

To create a new monthly petty cash claim, please follow the steps below;

  1. Log in to Eportal as admin.

  2. Click Settings, and select eClaims Settings.

  3. Select Monthly & Petty Cash Claim Types.

  4. Click New Claim Type and enter the Claim Name as Petty Cash.

  5. Select General Expenses Claim for Template Type.

  6. Select No Link - Adhoc Claim for Map to Payroll Item.

  7. Click Yes for Receipt Required.

  8. Enter Description and click Add Claim Type.

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