Each claim will progress through an approval workflow based on the workflow groups configured in Claims, ensuring that approval processes are followed and completed for each claim.
Once a claim has been calculated, calculation evidence files will be automatically generated containing the underlying transactions that make up the total value of the claim per agreement, reducing claim disputes and providing a smoother approval process.
This article will guide you through:
Looking for something else?
- Looking to manage workflow configuration for claims? Learn how to configure claims approval workflow here.
- Alternatively, see our Help Center for more on Claims.
To view claims requiring approval:
Step 1: Within the Claims app, click on Claims in the green banner at the top of the page.
Step 2: Click on Listing in the drop-down menu.
Step 3: Click on the Status filter and select Open.
Step 4: Click the Search button. The listing will now display open claims which are awaiting approval.
Note: Claims displayed in the listing depend on the permissions set for a user, so claims will only be displayed for the suppliers you have been given access to within your user permission group.
Step 5: To view details of a claim, click on the individual name of the claim to display the manage claim page.
To approve a claim:
Step 1: Once you have located your claim, review the following details on its Manage claim page:
- Agreements tab: A tile is displayed for each agreement related to the claim, including the agreement ID and dates. If ERP columns and/or tax codes have been configured for your claims, click on the agreement name to input these for the specific claim. Note: Only one tax code can be selected per agreement.
- Files tab: A Claim Calculation Evidence file per agreement has been automatically generated, containing the underlying transactions that make up the total value of the claim. Your team may also have uploaded additional files related to the claim. Click on a file to download and review.
- Activity log: Click on the clock symbol on the right of the page to view the claim's activity log. The log can include when the workflow has progressed, if queries have been raised and resolved, when users have uploaded additional files to the claim, and more.
- Comments: Click on the speech bubble on the right of the page to review comments added by other users who have access to the claim.
Step 2: If you are happy with the claim once you have reviewed the claim details above, click the Approve button at the bottom of the page.
Note: Alternatively, if you do not wish to approve the claim, follow the steps for querying a claim in the next section.
Step 3: If you are the first approver of the claim, and your claims are configured to be passed to a trading partner collaborator for approval, you will be prompted to Configure collaborators. Select the collaborator user who will receive a notification and can see and approve the claim.
Note: Collaborator users can also be updated while the workflow is in progress by the first approval user or admin users. If you have access to do this, a Configure collaborators button will be displayed while the workflow is in progress.
Step 4: Click the Confirm and approve button.
The claim will then automatically progress to the next group in the workflow, or move to Ready to post status if the claim has been approved by all workflow groups.
If you have reviewed the claim details above and do not wish to approve the claim, you can raise a query. A query will stop the workflow and can be resolved by a user within the first workflow group (i.e. the group who drafted the claim), or a claims admin user.
To query a claim:
Step 1: Within the claim awaiting your approval, click the Query button at the bottom of the page.
Step 2: Type a comment in the box to explain your query.
Step 3: Click the send arrow for the comment to be added.
A member of the first step in the workflow will now be required to review your query.
Restarting claim approval
A claims admin user can restart the approval process if a claim has passed through approval but requires a change at a later stage. The approval process can be restarted if a claim’s status is ready to allocate, ready to post, or posted.
To restart the approval process:
Step 1: Within the claim, click the Restart button in the bottom right of the page.
Step 2: Type a reason for beginning the approval workflow again in the Comment box.
Step 3: click the Restart button to confirm.
The claim will then move back to Draft status, and your reason will be recorded within the claim’s Log and Comments. The claim’s workflow users will also receive a notification within Enable, advising that the claim has been restarted.
What’s next?
Ready to learn more about managing claims? Learn how to prioritize actions via the claims dashboard here.
Interested in viewing more of your claims? Learn how to filter claims via the listing here.