Login to Paybooks using your credentials.


Click the link below to design the claim form.

https://apps.paybooks.in/reimbursement/v1/expenseheads.aspx


Click “Claim Form” from the Menu. 


Claim Form has 3 system-generated fields and 3 custom fields.


System-generated fields include Cost Centre, Project & Purpose.

By default, these fields are optional, and you cannot make any changes.

You can make changes to the custom fields, for example, you can rename the fields based on the requirement and have the option to make the fields mandatory.


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Description automatically generated

Click “View / Edit” under the “Action” column to configure the custom field.

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Description automatically generated

Enter the “Field Name” 

Check the box “Mandatory” if required.

Check the box “Active”.

Click “Save”