Editing reimbursement claims is a straightforward process that provides flexibility and control. Whether you need to make adjustments before submitting or update details after the claim has been sent, you have the freedom to do so. By saving your claim as a draft, you can fine-tune the information before finalizing it for submission. Additionally, if any changes are required after the claim has been submitted, you can easily edit the details. This capability allows you to maintain precise records and make necessary revisions whenever needed, empowering you to manage your reimbursement claim efficiently.
How to save and edit a claim in drafts:
Saving the claim:
Navigate to My Volopay and locate Claims under the Reimbursement section.
Select Create Claim to start a new claim.
Select either Out of Pocket or Mileage.
Fill in the desired details for the reimbursement claim.
Choose Save as Draft to save your progress. Your claim will be saved in the drafts section.
Submitting the claim for approval:
When ready to submit, navigate to the Draft section in claims under reimbursement.
Click on Review to verify the claim details and edit wherever necessary.
Click Continue to recheck the claim's details.
Confirm the details are accurate, then Submit the claim for approval.
How to edit a submitted reimbursement claim in Volopay:
Navigate to My Volopay.
Under reimbursement, select claims.
Locate the reimbursement claim you wish to edit under the Active tab.
Click on the desired claim, then select More Options. Click on Edit Claim.
Modify the necessary details in the claim.
Review all the details to ensure the editing is complete.
Click on Update Claim to save the changes.
Note: After editing your submitted claim, if it is approved by any approver, it will undergo the approval process again with all approvers required to approve it once more.