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Understanding My Claims

Get started with My Claims in Officaid to submit expenses and track your reimbursements.

Your personal claims dashboard

No more chasing paper receipts or wondering if your claim was received. Officaid gives you one place to submit expenses, track approvals, and see your complete reimbursement history.

Accessing the Module

Navigate to Me → My Claims from the main menu to open your claims dashboard. Here you'll find everything related to your expense reimbursements.

What You Can Do

The My Claims module lets you:

  • Submit new claims for business expenses with receipts attached
  • Track pending claims waiting for approval
  • View your claim history including all past submissions
  • Check your balances to see remaining entitlements
  • Edit or cancel claims that are still pending

The Two Tabs

My Claims is organized into two tabs:

  1. Overview provides a summary dashboard with your claims status, recent submissions, pending items awaiting action, and spending by category. This is your go-to view for a quick snapshot.
  2. All Claims displays your complete claim history in a searchable, filterable list. Use this when you need to find a specific claim or review past submissions.
Click on any claim record to open its details, including the attached receipt, approval information, and complete history.

Starting a New Claim

Click the New Claim button in the top right corner to submit a new expense claim. This takes you to the submission form where you'll enter your claim details and upload your receipt.

Before submitting, make sure you have your receipt ready and know which claim type matches your expense.

Frequently Asked Questions

Yes. Officaid works on mobile browsers. Navigate to Me → My Claims just as you would on desktop. You can submit claims, upload receipt photos from your phone, and track your claim status on the go.

The All Claims tab shows your complete claim history in Officaid. Use the date filters to narrow down to a specific year or custom date range. There is no limit to how far back you can view.

Overview gives you a dashboard view with summaries and quick actions for pending claims. All Claims shows every claim you've ever submitted in a table format with search and filter options. Use Overview for daily tasks and All Claims for finding specific records.

What's Next?

Explore the My Claims module in more detail: