For each Claim Types, we are able to set the limit per transaction, per month and per year. For more information on how to set the Claims Limit, kindly refer to [How to Create and Manage Claim Policies?].
Kindly note that the Monthly Expense Claims Limit follow the Month of the Transaction Date.
Example 1:
The expense claims transaction date is 16 February 2024 and the claim was submitted and approved on 6 March 2024. The limit for this claim request will deduct the balance available to claim from February or March 2024?
Answer: The claim request with the transaction date 16 February 2024 will deduct the balance available to claim from February 2024.
Same goes to two or more claims items with different month of transaction date submitted under one claim report, each claim requests will follow the month of the transaction date respectively.
Example 2:
In one Claim Report has two Claim Items as below. This Claim report was submitted and approved on 27 March 2024.
1. Transaction date of first Claim Item is 16 February 2024. (Deduct the balance available to claim from February 2024.)
2. Transaction date of second Claim Item is 6 March 2024. (Deduct the balance available to claim from March 2024.)