Approval Tasks allows you to view and process claims that are pending your approval. You can review claim details and approve claims individually or in bulk.
A video walkthrough of this process is available:
Overview
The approval tasks screen displays key information for each pending claim, including:
Claim Number
Employee
Category
Claim Amount
Review Claim Details
Before approving a claim, you can expand it to review the full details.
Go to Approval Tasks.
Review the claims pending approval.
Click the arrow next to a claim to expand it.
Review the claim details before making a decision.
Approve claims
You can approve claims individually or in bulk.
Approve a single claim
Select the claim using the checkbox.
Click Approve Selected.
Approve multiple claims
Select the checkbox for each claim you want to approve.
Click Approve Selected.
The selected claims are approved in bulk.