Claims

A claim is a single reimbursement request. Create a claim with a description, expense amount, category (e.g. Medical, Work Expense), and optionally the reimbursing entity (insurer, employer). You can optionally associate a claim with a benefit from one of your policies to track allowance usage; see Benefit allowances. You can attach documents (receipts, PDFs) and link bank transactions to show the expense and any reimbursement payment.

Editing claims inline

On the claim detail page, you can edit most fields without leaving the page. Click a field (description, amount, date, category, and so on) to make it editable. Your changes save automatically when you press Enter or when the field loses focus. Press Escape to cancel. The Edit button remains available if you prefer to use the full edit form.

Suggested claim title

Below the creation date on the claim detail page, you may see a suggested title built from claim fields (Provider, Invoice Number, Expense Date, and so on). If the suggestion differs from the current title, click the arrow next to it to replace the title with the suggestion. You can customise the template used to build suggestions under Profile → Suggested claim title.

Claim workflow

Each claim has a status that reflects where it is in the workflow. See Claim statuses for details. You can move a claim through the workflow as you submit it and receive updates from the reimbursing entity.

Sorting the claims list

Click any column heading to sort by that column; click again to reverse the order. You can sort by description, claim number, provider/invoice number, member (if you have a household), date, amount, or status. See Using data tables for details.

Filtering the claims list

Use the filter row below the column headers to narrow the list by description, claim number, provider, invoice number, member (when you have a household), date, amount, or status. See Filtering claims for details.

When you open a claim by clicking its description in the list, you can move through the claims without returning to the table. Previous and Next controls appear beside the breadcrumbs (on the right). They step through the same filtered and sorted list you were viewing — like moving through emails in Gmail after applying a filter. If you opened the claim directly (e.g. from a bookmark), the controls are hidden.

Household and beneficiaries

If you have a household, the claims list shows a Member column indicating which household member (or dependant) each claim is for. When no households are set up, this column is hidden. On the claim detail page, the For field shows who the claim is for (yourself, a member, or a dependant).

  • Private claims are only visible to you. In the claims list, private claims show a lock icon next to the description; you can mark a claim private when creating or editing it.