This feature "Edit Claim after submission" designed to ease the HR/Admin user to be able to edit the claim details of the submitted claim on behalf of the employees.
Important Note
Kindly note that the edit claim feature is only available for the claim request that has been submitted and before it has been approved or reimbursed.
To utilize this feature, please enable the access in the user group setting first.
1. Go to Settings > User Groups.
2. Click on the edit button for the user group that you want to share this access.
3. Go to HR Module Permission Category.
4. Tick the checkbox for Edit Claim after submission under Claim Module.
5. Click on Save.
After the access has enabled, you will be able to edit the claim details on behalf of the employees in HR Lounge > Expense Claims > Claim Request Page.
1. Navigate to HR Lounge > Expense Claims.
2. In Claim Request page search the claim that you wish to modify
3. Click on the arrow button to expand the details.
4. Click on the edit button to edit the claim.
