This update helps with checking claim information and resolving discrepancies before and after making repayment claims. It comprises three new features:
- Access to underlying donation records making up sum totals for donors
- Facilities for downloading claim data in summary or detail form before and after the claim is submitted.
- A further facility to download submitted claims in pdf format (these are the smart ones for your files once you’ve done all the hard work!)
The new functionality is accessed from a right hand side panel on repayment claim preview and review pages and is used in exactly the same way on both, see figure below.