Managing Claims

Claims help you organize related receipts together. For example, you might create a claim for "January Medical Expenses" or "Fire Damage Repairs".

Getting Started with Claims

Create a New Claim
Start by creating a claim and giving it a descriptive name.
Add Receipts
Upload documents directly to the claim or link existing receipts.
Track Reimbursements
As you receive insurance payments, mark receipts as reimbursed.

Best Practices

Organize by Event or Category - Group receipts that are part of the same insurance claim or reimbursement request.
Use Clear Names - Give your claims descriptive names like "August Storm Damage" or "2024 Medical Expenses".
Keep Claims Focused - Create separate claims for different types of expenses or insurance providers.

Pro Tip

When dealing with a large event (like a natural disaster), create separate claims for different categories of expenses. This makes it easier to track reimbursements and follow up with insurance.

Create Your First Claim

Managing Claims

Claims help you organize related receipts together. For example, you might create a claim for "January Medical Expenses" or "Fire Damage Repairs".

Getting Started with Claims

Create a New Claim
Start by creating a claim and giving it a descriptive name.
Add Receipts
Upload documents directly to the claim or link existing receipts.
Track Reimbursements
As you receive insurance payments, mark receipts as reimbursed.

Best Practices

Organize by Event or Category - Group receipts that are part of the same insurance claim or reimbursement request.
Use Clear Names - Give your claims descriptive names like "August Storm Damage" or "2024 Medical Expenses".
Keep Claims Focused - Create separate claims for different types of expenses or insurance providers.

Pro Tip

When dealing with a large event (like a natural disaster), create separate claims for different categories of expenses. This makes it easier to track reimbursements and follow up with insurance.

Create Your First Claim