Export paid claims
David James avatar
Written by David James
Updated over a week ago

Overview

Learn how to export paid claims as a CSV file using customizable filters to tailor data output for specific needs.

  1. Start by navigating to the reimbursement module within your system.

  2. Select the Paid section, which displays all the paid claims made to employees.

  3. Choose to export all claims directly or use filters to tailor the data as required.

  4. Apply filters, if necessary, to categorize the claims data according to specific criteria.

  5. For more detailed data sorting, click on the more filters button to access additional filter options.

  6. After applying the desired filters, click on Export to initiate the download of the filtered data. A success message will appear to confirm the successful export.

  7. Click on the success message or go to the downloads page to begin downloading your exported CSV file.

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