Claims Management

Claims Management Index

Browse through our collection of guides to learn how to effectively use the Claims Management feature.

Assign Accounting Code to Claim Subcategory

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How to Approve Endorsed Claim Requests

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How to Create a Claim Category

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How to Create a Claim Subcategory

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How to Create New Accounting Code

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How to Delete Accounting Code

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How to Delete Claim Category

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How to Delete Claim Subcategory

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How to do Xero Integration (Manual Journals/Bills to Pay) with Processed Claims

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How to Edit Claim Subcategory

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How to Endorse Submitted Claim Requests

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How to Process Approved Claim Requests

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How to Set a Claim Limit

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How to Synchronize Accounting Code with Xero

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How to Update Accounting Code

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How to Update Claim Category

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How to Update Overridable Claims Limits in Employee Details Page

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