How admin can create a Multi Claim on behalf of an employee?

The Admin can create a Multi Claim on behalf of an employee to combine all the multiple Single Claims, incurred in the course of a common purpose and keep a track of all such expenses.

You can navigate to Expense Claims > Claims List and search and select the employee for whom you want to add a claim.

Here are the following sequence of events associated with the creation of a Multi Claim.

1. Creating a New Multi Claim
2. Adding Advances to the Multi Claim
3. Adding Individual Claims to the Multi Claim
4. Submitting the Multi Claim

Creating a New Multi Claim

Perform the following steps to create a new Multi Claim.

1. In the Claims List page, click New Multi Claim. The Add multi claim page appears.
   
   Figure 1: Creating a Multi Claim
   
   
   
2. Type the title for the Multi Claim in the Title text box.
3. In the Type field, choose the appropriate type for the Multi Claim from the drop-down list.
4. In the From and To fields, choose the start date and end date from the calendar.
5. Type the travel location in the Travel Location text box.
6. In the Project field, choose the appropriate project from the drop-down list.
7. Click Save. The Multi Claim is created and appears on the Claims List page.

On expanding a particular Multi Claim, the Advances, Claims and Summary tabs are displayed. As the names suggest, the Advances and Claims tabs displays the Advances and Single Claims associated with a Multi Claim. The Summary tab displays the summarised details of the advances, claimed and balance amount.