How to Edit Claim After Approval

You've approved an employee's claim, but later realized there's an error. Maybe it's the receipt date, amount, or a missing attachment. Don’t worry! You can still make edits even after approval. Here's how:

Step 1

On the left-side bar, go to Claim (a) > Individual Record (b).

Step 2

Search for the employee’s name, then look for the claim group that includes the claim item you want to amend.

Step 3

Click on the claim item. This will bring you to the View Claims page showing the list of individual claims inside.

Step 4

Click the Edit button, then select the specific claim you want to amend. The Claim Item panel will slide in from the right.

Step 5

Make the necessary edits (e.g. amount, date, attachment) and click Save.

Can't edit the claim item?

Check your permission settings:

1. Go to Setting > Access Right > Select your role (Admin/Manager) > Menu Permissions
2. Under Claim, ensure both "View" and "Edit" boxes are ticked.

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team.