Reimbursement (Claim Approval)

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Cloud based reimbursement management app designed to cut costs, reduce waiting time & maximize profits.

Cloud based reimbursement management app designed to cut costs, reduce waiting time & maximize profits.

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  • 1. Reimburse 1Reimburse Cloud based reimbursement management app designed to cut costs, reduce waiting time & maximize profits User Guide Claim Approval
  • 2. This KnowHow Explains 2Reimburse  Overview  Claim Approval
  • 3. Overview Web based app designed to deliver better pay for staff with no extra cost to employers.  A broad view of your entire benefit & expense process from a single integrated system.  Access, request, & approve Claim Requests 24/7 from anywhere in the world.  Automatic processes guarantees FBT compliance reduces risk & minimizes human inaccuracies.  Each employee can be assigned with unique benefits and menus based on their job and salary.  Automated emails trigger requests for approval & claims processing.  Supports up to two levels of approval. 3Reimburse
  • 4. Claim Request Log into MBPCloud.com „Reimburse‟ application. In MBPCloud Home page, click Reimburse app icon You‟ll be directed to Reimburse app page. 4Reimburse Enter your MBPCloud login credential
  • 5. Claim Request Reimburse Submenus 5Reimburse  Welcome brief description about Reimburse app.  KnowHow user guide on how to use Reimburse app.  Request submit your claim request.  List list of all your claim requests with their status.  Claims Process process & audit claim requests.  Claims Report generate reports of your claims.
  • 6. Overview Once claim request has been submitted, an automated email is sent to the Reimbursement Approver requesting approval of request. Approvals can be done through the claims list. 6Reimburse
  • 7. Overview Claims List 7Reimburse  In Progress your partially filled & saved forms will be listed here.  All Status your submitted claim requests will be listed here.  Pending claim requests of users awaiting your approval will be listed here.  Approved claim requests approved by you will be listed here.  Declined claim requests declined by you will be listed here.  Archived all your archived claims will be listed here.
  • 8. Overview Go to Pending to approve/decline the claim request received. Click “Approve” button in Pending List to approve the claim request. Click “View” button to review claim details and approve/decline the request, or to raise a query. 8Reimburse Decline claim Approve claim Enter query here Select user to send query Click to send query
  • 9. Overview Go to Pending to approve/decline the claim request received. If approved, the claim request will be moved from the Pending List to Approved List If declined, the claim request will be moved from the Pending List to Declined List Approval response will be sent to the requester as an automated email. 9Reimburse
  • 10. Overview If there is a second level of approval, then once the request has been approved by Approver 1, an email is sent to Approver 2 requesting approval of request. Same process to be followed as explained in Slide #8. Approval response will be sent to the requester as an automated email. 10Reimburse
  • 11. Overview Once the approval process is complete, payroll Process & Audit will start. Payroll Process On final approval of claims request, the authorised payroll processor will receive a notification email to process the claim request. This is done through the Claims Process List. 11Reimburse
  • 12. Overview To process claim request, go to “Claims Process” submenu. Directs to the Claims Process List. • Click “Process” button to process the claim request & enter the date on which claim processed. • Click “View” button to view claim request details. 12Reimburse
  • 13. Overview Payroll Audit Once processed, an email is sent to the authorised payroll auditor requesting to audit the processed claim request. This is done through the Claims Process List. 13Reimburse
  • 14. Overview To audit claim request, go to “Claims Process” submenu. Directs to the Claims Process List. • Click “Audit” button to audit the claim request. • Click “View” button to view claim request details. 14Reimburse
  • 15. Approval Process Ends Here 15Reimburse
  • 16. THANK YOU! Reimburse For further information please contact T : 1300 276 266 E : support@mbpcloud.com Follow us