How do I generate an "outstanding claims" report?

The "Outstanding claims" report is similar to the "Aging report'' but with the primary purpose of viewing outstanding claims. This information is essential to keep track of submitted claims. Read on to learn how to generate it.

1. From the "Owner" dashboard, click on "Reports."

2. Go to the "Financial" section.   3. Choose "Outstanding claims" from the drop-down. 

4. After selecting a filter under "Filter outstanding claims by age," click "Generate report."

5. The following pop-up will appear, informing you not to close the tab while generating the report. After you click "Yes, proceed," the report will be downloaded to your computer in CSV format.

6. The following message will appear if no data is displayed in the report. 

If you have any questions, please contact us.