Review Accepted Claims before Posting

Posting User Post claims to PS Accounting for payment  Change claim details before posting to PS Accounting 

Before posting accepted claim documents to PS Accounting, check the correct details have been submitted.

If details are incorrect or missing, send the document back to the employee.

If the Nominal or Account are incorrect on an accepted claim, only Posting Users can change them on the document before it is posted.

1. From Awaiting Posting, select View All.
2. Select the user you want to post claims for.
3. Select the tab of the claim group being posted.

4. For the expense being checked, select the detail line.

   

Did you know? 
To display all the stages a claim has been through, including any reasons it was sent back before being accepted, select History.