Simplify claims management with the new bulk actions feature! Admins can now easily mark claims as paid or delete drafts simultaneously, significantly saving time and reducing manual effort. This efficient process enables the handling of large volumes of claims in just a few clicks, ensuring a smoother and faster workflow for the team while enhancing overall efficiency.
The new claim report feature equips administrators with a streamlined way to manage and review employee claims by consolidating comprehensive claim data into a single, customizable report. This report provides insight into each claim's details, including the employee’s name, claim type, submission date, amount, approval status, and any relevant notes. Admins can quickly assess the full lifecycle of claims, from initial submission to final approval, ensuring a more organized and efficient claim management process.
Advanced filtering options enable admins to focus on specific claims and employee details. Filters allow for sorting by employee attributes, such as department or job role, and claim-specific criteria, like type, priority, or approval status. This functionality reduces the time needed to locate relevant data and enhances accuracy in handling claims. The claim report also supports export to CSV for further analysis, making it easier for stakeholders to access reliable, organized claims data for budget planning, policy assessments, and identifying patterns in organizational spending.