Send Accepted Claims Back

Posting User   Post claims to IRIS Financials for payement  Change claim details before posting to IRIS Financials

If an accepted claim has missing or incorrect information, request the employee who submitted it updates the claim by sending it back to them.

If the Nominal or Account is incorrect, it cannot be changed by the employee. To correct documents before they are posted, Posting Users can change the details.

1. From Awaiting Posting, select View All.
2. Select the user you want to post claims for.

3. Select the tab of the claim group being posted.

   

4. Select Decline Document.
5. Choose a reason for sending the document back, then enter any information about why to be shared with the employee who submitted the claim.
6. To send the document back, select Yes.