Maintaining Claim Groups

If you have created a claim group that you no longer need or that you need to update, you can edit the details or remove the group.

If an expense claim has been entered or submitted against a claim group, you are unable to edit the currency and location of the group or delete the group.

You are not able to re-use an existing claim group to create a new claim group. For example, if you want to add claims for more than one location for the same month, you must create a claim group for the month for each separate location. For more information, please see Creating a Group for Claims.

Editing a Group

1. On the My Claims page, select Edit Groups in the Add Claim panel.
   
2. The Claim Groups panel is displayed. select the Edit icon in the required claim group.
   

3. The Edit panel is displayed. Amend the required details, then select the Save icon.
   If the claim group has claims entered or submitted against it, Location and Currency are greyed out and you are unable to amend the details.

   

Deleting a Group

1. On the My Claims page, select Edit Groups in the Add Claim panel.
   
2. The Claim Groups panel is displayed. select the Delete icon in the required claim group.
   If there are claims entered or submitted against the claim group, the Delete icon is not displayed as you are unable to delete the group.
3. The Warning window is displayed. select Proceed to confirm the removal of the claim group.