Policyholder: Upload receipts

Updated by Jennifer B.

Using the link in the Receipt Request notification

  1. Click the link in the Receipt Request notification sent to you by your main contact.
  2. Read and accept the Important Information, if necessary.
  3. Select the type of expense receipt you are uploading using the Category drop-down menu.
  4. Add an image of the receipt using No files chosen [No files chosen button].
  5. Enter the remaining expense information.
  6. Click Add.

When you are adding expenses from within the portal

  1. Click Additional living expenses in your My Tasks menu.
  2. Click Expenses.
  3. Click Add expense.
  4. Select the type of expense from the Category drop-down menu.
  5. Add an image of the receipt using No files chosen [No files chosen button].
  6. Enter the expense information.
  7. Click Add.

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