To create a claims batch, perform the following actions:
- From your greytHR Admin login, navigate to Expense Claims > Claims Batch. The Claims Batch page opens.
- Click Create Batch. The Add Claim Batch form opens.
- In the Name text box, enter the name for the batch you are about to generate.
- From the From Date and To Date dropdown calendar, select the required dates.
Note: These dates can be current/future dates.
- Click Save. The Claims Batch page opens and displays the newly created batch.