CTAS Reference Guide.doc - Office of the State Auditor

CTAS REFERENCE GUIDE
Claims Processing:
Click on "Print Claims" and a selection window will appear with the available claims displayed to
the left. Highlight the requested list items and click "Select", or to select all claims, click "All".
The highlighted items will then be transferred to the right­hand side of the screen where all of
the selected claims are displayed.
Click on "Print Preview" and the claims report will be displayed on the screen. To print, click on
the printer icon button near the top of the screen.
Click on "Claims List for Approval" and a criteria screen appears with the date range
defaulting to the last thirty days. Clicking the inverted triangle to the right of the date field
allows the user to make another selection from the calendar. After determining the date range,
click on "Print Preview" and the report will be brought up. Users can print the report from the
print preview screen.
Click on "Approve Claims" and a selection screen will be displayed with all unapproved claims
listed in the window to the left. Any previously approved claims that don’t contain a check
number and have not yet been posted will be displayed in the window on the right­hand side. To
approve a claim, highlight the list item and then click on "Select" or if all unapproved claims are
to be selected, click on "All" and save. Once saved all of the selected claims are approved and
ready for check printing.
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