Permission required: Users with Member, Admin Profile and Custom profile can access this feature.
Regional Availability: Australia, India, Indonesia, Singapore, United States
Overview
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: If a approved claim is edited, it will reset to start the approval process all over again. To ensure compliance with the submission policy, users will be notified of the required fields for the memo and receipt when creating a claim. If accounting fields or custom tags are required, an error message will appear when the user clicks the "Continue" button, indicating that these fields must be completed. A "Required" tag will be displayed beneath each field that is mandatory according to the submission policy.