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Client Portal
Finance
Claim

Claim

The Claims & Disputes History page is the central hub for managing all financial claims and disputes. The results table shows Ticket, Tracking/Pro #, Invoice, Claim Date, Type, Total Claim Amount, and Status. File new claims, view claim details, upload supporting documents.

Operating Steps

  1. Navigate to Finance → Claim
  2. Click "File New Claim" to submit select Claim Type, enter details, click "Submit"
  3. Click "View Details" in the Action column to open claim detail
  4. Upload supporting documents by drag-and-drop or click upload icon (max 20MB per file)
  5. Click "Update Claim" to save all changes

Screenshots

Claim

Claim