Claim summary and claim actions

View a claim summary and perform actions to the claim.

Claim summary

In the right hand side within the claim, you can find a summary of all your registrations. You will see the total receivable amount divided by the taxable and non-taxable amount. If an expense has been marked as Paid by company, the amount for this will be shown.

Also, if there are any benefits registered in the claim (like fuel benefit and meal benefit), this will also be shown here.

In this claim summary, it is also possible to add a comment. This comment will be visible for the approver that receives the claim.

It is also possible to upload a general document to the claim.

Claim actions

There are different actions that can be done to the claim.

  • Send to approval
    • This action will send the claim to the corresponding approver and you will return to the Home screen.
  • Cancel approval flow
    • This button is only available if the claim has been sent to approval, and it will cancel the approval flow and open the claim for editing again.
  • Save for later
    • This action will save the claim and you will return to the Home screen. This can only be done when claim is in edit mode (not sent for approval or approved).
  • Delete claim
    • This action will delete the whole claim. This can only be done when the claim is in edit mode (not sent for approval or approved).
Last modified July 8, 2024