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Viewing Claim Details

See the full details of any claim in Officaid, including receipt, approval info, and history.

See everything about a claim in one place

Need to check who approved your claim or view the attached receipt? The claim details view shows you the complete information for any expense claim, from submission to payment.

Opening the Details

Click on any claim record to open the Claim Request Details modal. You can do this from:

  • The Recent Requests section on the Overview tab
  • The Pending section on the Overview tab
  • Any row in the All Claims tab

What You'll See

The details modal displays all information about the claim:

  1. Status badge in the top right shows the current status (Pending, Approved, Paid, etc.)
  2. Employee shows your name and employee ID
  3. Claim Type indicates the expense category
  4. Expense Date is when the purchase was made
  5. Amount shows the claimed value and currency
  6. Remarks displays your description of the expense
  7. Receipt section shows a thumbnail preview with a View Receipt link

Viewing the Receipt

Click View Receipt or the receipt thumbnail to open the full image. This lets you verify the attached documentation matches your claim.

You can also view receipts from the All Claims tab by clicking the eye icon in the Receipt column, without opening the full details.

Approval Details

Once a claim has been reviewed, you'll see an Approval Details section showing:

  • Approved by with the name of the person who approved it
  • Date and time when the approval occurred

This section only appears after a claim has been approved or paid.

Claim History

The History section at the bottom shows a timeline of all actions taken on the claim. Each entry displays the action (Submitted, Approved, Paid), the date and time, and who performed it.

This audit trail helps you track exactly when your claim moved through each stage of the approval process.

Frequently Asked Questions

Use your browser's print function to print the claim details modal. Press Ctrl+P (Windows) or Cmd+P (Mac) while viewing the claim details to open the print dialog.

The Approval Details section only appears after a claim has been approved or paid. If your claim is still pending, rejected, or cancelled, this section won't be visible.

Click the X in the top right corner of the modal, or click anywhere outside the modal to close it and return to your claims list.

What's Next?

Learn more about managing your claims: