You can use the Export Claims section to export approved claims ready for processing and confirm payout once payment has been completed.
At the top of the screen, you can view a summary of claims ready for export, including:
Affected Employees
Approved and Unpaid Claims
Total Amount to be Processed
Export approved claims
To export your approved claims, follow these steps.
Go to Export Claims.
Review the summary of claims ready for export.
Click Export Approved Claims.
The system displays an Export Preview.
Review the claim information before exporting.
Select the required export format:
JSON
CSV
Excel
Complete the export.
đ¤Tip: The available export formats may vary depending on your processing requirements. Select the format that is compatible with your payroll or payment system.
Confirm payout
Once payment has been processed, use Confirm Payout to update the claim status and record that the claim has been paid out.
Go to Export Claims.
Click Confirm Payout.
đNote: Confirm Payout should only be used after payment has been fully processed. This action updates the claim status to reflect that the claim has been paid out.