Verify advance claims

Updated in September- 2024 | Subscribe to watch greytHR how-to video

Verifying advance claims refers to the process of reviewing and validating requests for advances made by individuals within an organization. It involves verifying the accuracy and legitimacy of the claimed expenses or funds requested as an advance against future reimbursement.

The Claims Advance List page in the greytHR Admin portal displays a list of all the advance claims submitted by the employees. You can also view the details of the advance claims applied by the employees, such as Employee No, Employee Name, Trip Name, Date, and Currency.

You can perform the following actions on the Claims Advance List page:

1. Verify advance claims.

2. Download advance claims report.

To view the Claims Advance List page, navigate to Expense Claims > Claims Advance List. Here is a glimpse of the page:

Verify advance claims

To verify the advance claims, perform the following actions:

1. From the greytHR Admin portal, navigate to Expense Claims > Claims Advance List.

2. On the Claims Advance List page, a list of claims appears.

3. Using the Employee and Status dropdown lists and Date dropdown calendar, customize the list of advance claims as per your requirements.

4. Select the required claim row. 

5. Under the Verify column, on the required row, click Verify. The selected request is marked as verified successfully.

   Note:

   • You can also mark an advance request as unverified using the Undo Verify button.

   • To delete an advance request, click the Delete icon on the required row. Click Confirm to save the changes.

Download advance claims report

To download the advance claims report, perform the following actions:

1. From the greytHR Admin portal, navigate to Expense Claims > Claims Advance List.

2. On the Claims Advance List page, using the Employee and Status dropdown lists and Date dropdown calendar, customize the list of advance claims. A list of claims appears.

3. Click the Download button. The report downloads in Excel format.

Other related links:

• Create a claims batch

• Assign claims reviewer

• Create claim on behalf of an employee

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