Claims and Declarations

In this help document, you’ll learn the preferences you can configure preferences for the Claims and Declarations modules in Zoho Spend: Flexible Benefits Plans(FBP), Reimbursement Claims, Income Tax Declaration, and Proof of Investments.

Flexible Benefits Plans (FBP)

To manage the Flixible Benefits Plan preferences:

Go to Settings on the left side bar.
Navigate to Claims and Declarations under Setup & Configurations.
Go to the Flexible Benefit Plan tab.
Select the lock date, which is the last day for your employees to submit the declarations.
Click Release FBP Declaration to enable FBP declaration for your organisation.
Choose the date when you want to lock FBP declaration for your employees. Employees can’t update their FBP declaration after this.
Check Notify when FBP Declaration is RELEASED and Notify when FBP Declaration is LOCKED if you want to notify your employees when the FBP declaration is released or locked.
Click Save to update your preferences.
Click Lock FBP Declaration if you want to lock FBP declaration for your employees.

Reimbursement Claims

To manage the Reimbursement Claims preferences:

Go to Settings on the left side bar.
Navigate to Claims and Declarations under Setup & Configurations.
Go to the Reimbursement Claims tab.
Select the lock date, which is the last day for your employees to submit claims.
Click Reimbursement Claims to enable reimbursement claims for your organisation.
Choose the date until which employees can submit bills for reimbursement. Employees can’t create claims after this date.
Check Notify when the last day to submit reimbursement claims is changed if you want to notify your employees when the last day to submit claims changes.
Check Notify when reimbursement claim submission is RELEASED and Notify when reimbursement claim submission is LOCKED if you want to notify your employees when reimbursement claims is released or locked.
Click Save to update your preferences.

Investment Declarations

You can manage IT Declaration related preferences like releasing IT Declarations, setting a deadline, and configuring email reminders.

Go to Settings on the left side bar.
Navigate to Claims and Declarations under Setup & Configurations.
Go to the Investment Declarations tab.
Click Release Investment Declarations to enable POI for your organisation.
Select the lock date, which is the last day for your employees to submit the declaration.
In the dropdown, depending on the desired frequency of email reminders for your employees, check the options. By default, this configuration is set for 2 reminders; one is to be sent 5 days prior to the lock date and the other, 1 day prior to the lock date.
To customise and send more reminders, select + Add Reminder. You can add up to two additional reminders.
In the pop-up, select the number of days ahead of which the email reminder should be sent and edit the contents of the email if needed. You can insert placeholders, images, and links wherever needed.
Check Enable this reminder and click Save.
Check Notify when IT Declaration is RELEASED and Notify when IT Declaration is LOCKED if you want to notify your employees when investment declaration is released or locked.
Click Save to update your preferences.

Proof of Investments

You can manage Proof Of Investments (POI) related preferences like releasing POI, setting a deadline, and configuring email reminders.

To manage the POI preferences:

Go to Settings on the left side bar.
Navigate to Claims and Declarations under Setup & Configurations.
Go to the Proof Of Investments tab.
Click Release Proof of Investments to enable POI for your organisation.
Select the lock date, which is the last day for your employees to submit the investment proofs.
In the dropdown, depending on the desired frequency of email reminders for your employees, check the options. By default, this configuration is set for 2 reminders; one is to be sent 5 days prior to the lock date and the other, 1 day prior to the lock date.
To customise and send more reminders, select + Add Reminder. You can add up to two additional reminders.
In the pop-up, select the number of days ahead of which the email reminder should be sent and edit the contents of the email if needed. You can insert placeholders, images, and links wherever needed.
Check Enable this reminder and click Save.
In the POI preferences page, select the month from which you want to apply the approved investment amount to pay runs.
Check Notify when POI Submission is RELEASED and Notify when POI Submission is LOCKED if you want to notify your employees when POI is released or locked.
Click Save to update your preferences.