Adjust claim settings as your policies evolve

Business needs change. You might need to increase claim limits, require receipts for a category that previously did not need them, or restrict a claim type to certain employees. Editing claim policies lets you adjust settings without creating entirely new claim categories.

How to Edit a Claim Policy

The process is slightly different for system and custom claim types, but both allow you to modify settings:

For any claim type:

1. 1 Navigate to Team → Claims → Claim Policy.
2. 2 Find the claim type in the table.
3. 3 Click the edit icon (pencil) in the Actions column.
4. 4 Modify the settings as needed.
5. 5 Click Save to apply changes.

What You Can Edit

For custom claim types, you can modify all settings:

• Claim Type name.
• Description text.
• Max Per Claim limit.
• Max Per Month limit.
• Applies to All toggle.
• Receipt required toggle.

For system claim types, you can modify settings but cannot change the claim type name or delete the category. This ensures fundamental claim categories remain available in your system.

Adjusting Limits

To change claim limits:

• Enter a new amount to set a specific limit.
• Clear the field and leave it empty to remove limits (unlimited).
• Use per-claim limits to control individual submissions.
• Use monthly limits to cap cumulative spending.

Consider how limit changes affect employees. Increasing limits provides more flexibility. Decreasing limits might mean some claims that were previously within limits now exceed the cap.

Changing Availability

The Applies to All toggle controls who can use the claim type:

• Turning on makes the claim type available to all employees immediately.
• Turning off removes the claim type from employee options. Only those with specific access can submit claims for this category.

For system claim types, turning off Applies to All effectively disables the category without deleting it. The type remains in the system but employees cannot submit new claims against it.

Updating Receipt Requirements

Toggle Receipt required to change documentation requirements:

• Turning on means future claims must include receipt attachments.
• Turning off makes receipts optional for future claims.

Changes only affect new claims. Existing claims retain whatever documentation status they had when submitted.

Deleting Custom Claim Types

Custom claim types can be deleted entirely:

1. 1 Navigate to Team → Claims → Claim Policy.
2. 2 Find the custom claim type in the table.
3. 3 Click the delete icon (trash) in the Actions column.
4. 4 Confirm the deletion when prompted.

When Changes Take Effect

Policy changes apply immediately to new claims:

• New limits apply to claims submitted after the change.
• Receipt requirements apply to claims submitted after the change.
• Availability changes affect which employees see the claim type immediately.

Existing claims are not affected. A claim submitted before a limit decrease is not automatically rejected, and a claim submitted before receipts were required does not retroactively need documentation.

Frequently Asked Questions

What's Next?

Explore related claim management features:

• Adding a Claim Policy covers creating new claim types.
• Understanding Claim Types explains system vs custom categories.
• Approving Claim Requests shows how to process incoming claims.