Need to troubleshoot your claims? Not to worry, this article will provide the steps to guide you.
Here are some scenarios that may happen:
As a Super Admin and a Claims approver, you have been tasked with dual rights. When you approve the claims in Admin Expenses Dashboard, the claims will be directly approved. However, you are only the first level Claims approver! 😱
There are some claims that has errors and you need to roll back to the previous status of "Pending"
Steps to return approved claims back to Pending
1. Head to the approved claims in Admin Expenses and click Approved.
2. Go to the approved claim and click Unapprove
3. Head to the approver expense dashboard and approve the claims under To Review.
In this way, you can easily unapprove your claims if there are any mistakes and it will not bypass the approval structure and hope this helps you to manage your claims easily :)