Expense Receipts

9 articles

Team member: Add additional living expenses

Click Additional living expenses in your Tasks menu. Click Expenses. Click Add expense. Select the type of expense from the Category drop-down menu. Enter the expense information. Click Add.

Updated by Jennifer B.

Team member: Edit additional living expenses

You can only edit Pending expenses.. Click Additional Living Expenses in your Tasks menu.. Click for the expense you want to edit.. Make the desired edits.. Click SAVE..

Updated by Jennifer B.

Team member: Resend the link to upload receipts

You can only resend the link if the Additional Living Expenses task has been started. To resend link through ClaimXperience This is only available if the link was originally sent via ClaimXperience.…

Updated by Jennifer B.

Team member: See if a receipt request was sent

Click Additional Living Expenses. Click Requests.

Updated by Jennifer B.

Team member: Cancel the upload receipts link

Click Additional Living Expenses in the Tasks menu on your dashboard. Click Requests. Click on the recipient whose request you want to cancel. Select Cancel Link. Click Yes in the Cancel Request Rece…

Updated by Jennifer B.

Team member: Approve an expense

Approving an expense moves it from the Pending section to the Approved section. To approve a single expense Click Additional Living Expenses in your Tasks menu. Click EXPENSES. Click the pending expe…

Updated by Jennifer B.

Team member: When policyholders can edit expenses

Policyholders can edit expenses only when the status of the expenses is "Submitted".

Updated by Jennifer B.

Team member: Deny an expense

Denying an expense moves it from the Pending section to the Denied section. To deny a single expense Click Additional Living Expenses in your Tasks menu. Click Expenses. Click the pending expense tha…

Updated by Jennifer B.

Team member: Mark a housing company expense

Click Additional Living Expenses in your Tasks menu. Click Expenses. Click the pending expense that was incurred by a housing company. Select the Expense incurred by a housing company check box. If m…

Updated by Jennifer B.