Product Update: Improved Claim Checking

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.





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