Pay Page Documentation

The Pay page displays all the claims and advances that have been fully approved by the designated approvers in the Claims Assist platform. Once a claim or advance has been approved by all required approvers, it appears here for further processing or payment.

Features:

1. View Approved Claims and Advances:

• This page lists all claims and advances that have been approved by the assigned approvers.
• Each card displays key details such as:
  • Claim ID: A unique identifier for each claim (e.g., #6, #14, #39).
  • Name: The name of the person who submitted the claim.
  • Subject: A brief description of the claim (e.g., DD, NN, QAZXX).
  • Purpose: The purpose of the claim (e.g., WSXZ).
  • Advance Amount: The requested advance amount (if applicable).
  • Claimable Amount: The total amount that can be claimed (e.g., MYR 2,000, MYR 12,568).
  • Spent: The amount already spent or processed (e.g., MYR 0).
  • Submitted Date: The date the claim was submitted (e.g., 2025-02-20, 2025-02-21).
  • Paid Details: Once the claim is processed and paid, the details of the payment (such as the payment date and amount) will be displayed.
  • Buttons:
    • View: Clicking this button opens detailed information about the claim, including approval history and supporting documents.
    • Pay: Clicking this button allows the user to process the payment for the claim.

2. Select All Claims and Advance:

• A Select All checkbox is provided to allow the user to select multiple claims at once.
• Users can either:
  • Select Individual Claims by clicking the checkboxes on each card.
  • Select All claims by clicking the checkbox at the top of the list, which selects every visible claim in the grid or table.
• Once claims are selected, the Pay button can be clicked to process payments for all selected claims at once, simplifying bulk payment handling.

3. Payment History:

• A Payment History section is available to view all previously processed payments.
• This section includes:
  • Claim ID: The unique identifier of the claim.
  • Payment Date: The date the payment was made.
  • Paid Amount: The amount that was paid for the claim.
  • Payment Method: The method used for payment (e.g., bank transfer, credit card).
  • Processed By: The name of the user who processed the payment.
• Each payment record is linked to the original claim for easy access, allowing users to view the full claim history and details after payment.

4. Grid/Table View Toggle:

• The page provides a toggle button to switch between grid view and table view.
• In grid view, each claim or advance is displayed as a card with the relevant details.
• In table view, the claims are displayed in a structured table format for easy comparison and analysis.

5. Search and Filter:

• A search bar allows users to search claims by ID or other relevant details.
• Filters allow users to refine the list based on specific criteria such as date, name, or amount.

6. Processing Claims:

• Once a claim is processed, the Pay page shows additional information:
  • Payment Date: The date on which the payment was made.
  • Payment Amount: The total amount paid for the claim.
  • Payment Method: The method used for payment (if applicable).

Additional Features:

• Refresh: A refresh button allows users to update the list to reflect any recent changes or new approvals.
• Action Buttons: Depending on the user role, action buttons for processing payments or downloading reports may be available.