As a HR, you have created a new claim type at the Expense Claims module section.
Example, a new claim type created title is "Claim General Expenses"
Then, you (or the employees) found out that this new created claim type doesn't appear in the 'Claim Types' drop-down menu at Home > My Claims >+New Claim.
How to resolve this situation and why is this happening?
It is because the newcreated claim type is NOT included in the claim policy. That is why it does not appear in the drop-down menu.
For step by step on how to include the newly created claim type in the claim policy, please refer to this video.
NOTE: Remember, every time you create a new claim type, please include it in the claim policy!
1. Go to HR Lounge >Expense Claims
2. Go to Claim Policies > Select which claim policy you would like to include this new claim type (eg, Default Claim Policy)
3. Click the claim policy to open its settings
4. Go to Claim types & limit
5. Click Manage included claim types button
6. Find the claim type name
7. Tick the checkbox > click Save
8. The claim type is now included in the claim policy. All employees assigned to this claim policy will be able to find this new claim type in claim drop down menu
