Import FBP - Claims Only

 

Using this importer, monthly claims bills can be uploaded into the system which has to be approved later on, using Approval option.

 

Go to Employees menu >> More tab >>  Expand Transaction Section >> Under Flexible Benefits >> click on Import FBP - Claims Only

 

Ø Select appropriate month using Month drop down.

Ø Click on Generate Template to download the template for filling the FBP Bills Claim details. Refer below screen shot to fill the data.

Ø After filling the details save the file in local system. Select the file by clicking on Browse/Choose File and click on Import.

Ø After importing, imported details will be displayed, Review the same and click on Save button to upload the details.

 

Note: Ensure to do the approvals before doing the FBP Process to display the approved amounts in Payouts.