Summary
Payboy allows the admin/ HR personnel to help employees delete the claims on behalf of employees. This guidance will help you to assist your employees whenever they would like to delete the claims that they submitted beforehand but canceled at the last minute.
Creating claims by admin on behalf of employees can be referred as below:
Single claim and group claim creation.
How to delete claims?
A. Single Claims
Navigate to Claims > All Claims
Click the trash icon button in line with the relevant claim
Click OK
A green prompt will show that deletion is successful
B. Group Claims
Navigate to Claims > All Claim Groups
Click the trash button in line with the relevant group claim
Click OK
A green prompt will show that the group claim deletion is successful
Additional notes
Deletion can only be performed for claims with Pending, Cancelled, or Denied status. If a claim has an Approved status or has already been reimbursed, a red prompt will appear, indicating that deletion is not possible.
To delete an approved claim that has not yet been reimbursed, the admin can first edit the Approval state to Pending, Cancelled, or Denied. Once saved, the submission can then be deleted.
If you face any difficulties, feel free to contact us through the support chat icon on the bottom right of the screen, or email us at support@payboy.biz