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  2. Claims (eForm)

Claims (eForm)

For customers who are still using our legacy eForm module for managing expenses.

Users

  • File a Claim / use eForm
  • I have submitted a form but want to make some changes, can I do that?
  • As an eForm/eClaim default user, what can I access?

Administrators

  • What is the function of Form Admin under Form Administration
  • Is there any way I can generate a report of all the forms one AO has approved?
  • How does Exchange Rate work on eForm module?
  • How to Configure Exchange Rate on eForm?
  • How to Setup eForm’s Interface Setup Page and How Will it Affect Payroll?
  • How do we integrate eForms and QBO
See all 11 articles

Guides

  • eForms/JustForms Configuration and Administration Guide [Classic]
  • eForm - Reports
  • eForm - Form History
  • eForm - Action History
  • eForm - Pending Actions
  • Transfer eForm Data to Payroll
See all 10 articles

Videos

  • JustForms Configuration and Administration Guide [Video]
  • Form / Claim User Guide [Video]
  • Assigning approving officer to eClaim Video Guide
  • eClaim to ePayroll Video Guide
  • Account Code and Interface Setup [Video]

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