How to pay a claim?

Once a claim is approved by the assigned reviewers according to your Claim Review Policy, it is further approved by an Admin or Finance user for claim payment.

If associated with a budget, the Budget Owner with transfer rights can also approve the claim payment.

You can pay approved claims in Bulk or schedule a payment date for each. Access the link below to see the guide on how to do these:

How to pay claims in bulk

  • Go to "Claims" under SPEND
  • Click on "Pay approved claims" at the top

  • Tick the "Bulk pay" button, then select the claims you want to pay in bulk
  • Click "Pay", then "Make payment"

How to schedule a claim payment 

  • Go to "Claims" under SPEND
  • Click on "Pay approved claims" at the top

  • Select the claim from the list, then click "Pay now"

  • Select "Modify payment", then click on "+ Schedule" button. A pop-up box will appear where you can place your desired transfer date, then hit "Continue"
  • You should see the scheduled transfer date on the claim payment once done. If transfer details are good, click "Continue" and then "Confirm Payment"

    For more information on Budget owners and their approval rights for claims see our article here.

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