You can use the Claims submission feature on the EH Work app to send through a claim request for approval, with the ability to specify the date it occurred, the amount, the tax code and location. You can also use this feature to edit a claim and cancel a submission that is no longer required.
Helpful Hint
If claims management is one of your most commonly-used features, then this will appear on the EH Work home screen as a shortcut for easy access.
Add a claim
- Open the EH Work app.
- Tap on the Work icon.
- From the Work home view, scroll the top menu to the left until you see Claim.
- Tap on Claim along the top bar of the Work home screen.
- From the Claim view, you can create a new claim by pressing the Claim button.
- Next, add a description for the new claim.
- Tap + Add Claim. You will need to enter the following details for your claim:
- Claim date.
- Claim Category (E.g. reimbursement, new claim, etc).
- Location.
- Notes.
- $ Amount.
- Tax Code. (then Tax Rate)
- Tap Submit.
- You can then also choose to add any attachment necessary. Tap Add attachment.
- Select a file or photo.
- Tap Submit.
Important
If you are an HR and payroll user, once the claim has been approved it will sync to payroll, where it will be included in your pay run. The option to manually mark a claim as paid is still available
Edit a Claim
- Open the EH Work app.
- Tap on the Work icon.
- Tap on Claim along the top bar of the Work home screen.
- Select the claim you wish to edit.
- Tap the line item.
- This will open the claim details. Edit any that you wish to:
- Claim date.
- Claim Category (E.g. reimbursement, new claim etc).
- Location.
- Notes.
- $ Amount.
- Tax Code. (then Tax Rate)
- Tap Save.
- Add or edit/remove any attachments.
- Tap Save.
Cancel a claim
- Open the EH Work app.
- Tap on the Work icon.
- Tap on Claim along the top bar of the Work home screen.
- You can only cancel pending claims. Select the claim you wish to cancel.
- Tap on Cancel Claim.
- Confirm by tapping Yes, cancel claim.