How to View, Edit, and Delete Claims

Louise Marshall
Louise Marshall
  • Updated

You can view and manage your claims directly from the Benefit Details page in the employee portal.

Depending on the claim status, you may be able to:

  • Update claim details
  • Add or remove receipts
  • Delete claims that are still Submitted
  • View claims that are being reviewed or have been completed

How Do I View My Claims?

  1. Go to My Benefits and open the benefit you’ve claimed against
  2. Select the Claim History tab

You'll see a list of all claims submitted for that benefit.


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How Do I Choose a Claim Period?

The Claim History tab allows you to view claims from different claim periods.

The available options may include:

  • Your current benefit term
  • Future benefit terms
  • Previous benefit terms

Select the required claim period to view the relevant claims.

What Information Is Shown for Each Claim?

For the selected claim period, you'll see a summary of each claim, including:

  • Claim status – for example: Submitted, Queried, Rejected, or Approved
  • Reference – a unique claim reference number generated automatically
  • Category – the type of expense claimed
  • Submitted – the date the claim was submitted
  • Payable claim amount – the amount that counts towards your allowance

The icon next to each claim reflects its current status.

 

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How Do I View a Claim?

Claims that are no longer editable can be opened using View.
When viewing a claim, you can:

  • Review all claim details
  • Download any attached receipts

Claims opened using View are read-only and cannot be changed.

How Do I Edit a Claim?

Claims with a status of Submitted can be opened using View / Amend.
When editing a claim, you can:

  • Update eligible claim details
  • Upload additional receipts
  • Remove existing receipts

Once you've finished making changes, select Save Changes to update your claim.


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Which Claim Details Can't Be Changed?

Some claim information can’t be edited, including:

  • Claim reference
  • Claim status
  • Submission date
  • Claim category
  • Expense date
  • Payable claim amount

These fields remain fixed regardless of the claim status.

 

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How Do I Delete a Claim?

You can delete a claim only if its status is Submitted.

To delete a claim:

  1. Select Delete next to the claim.
  2. Review the confirmation message.
  3. Select Delete to permanently remove the claim, or Cancel to keep it.

Can a Deleted Claim Be Recovered?

No. Once a claim has been deleted, it cannot be recovered.

Before confirming the deletion, make sure you no longer need the claim or any information attached to it.

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