Export Claims

Once the approver has approved the claims, they can be exported to your finance system. This process can be done by the Admin/Payer in two easy steps:

1. Update the approved claim/claims.
2. Export the updated claim/claims to your ERP system.

 Step 1 -  Update Claims

To update the claims, select ‘Update Claims’ under CLAIMS section on the home page.

This will take you to a page where you can see all the approved claims or you can search for the claims you want to update. Once you decide which claims are to be updated, you can then select those claims and click on Update.

Your claims are now marked as updated/finalised and are ready to be exported.

Step 2 - Select Claims

To export the claims, select ‘Export Claims’ under CLAIMS on the home page.

You can then select the Export Type, Category and the date range, if required. You can click on ‘List Claims for Export’.

 This gives you a list of claims that are updated but not exported. You can either export all the claims or select the ones that you require to be exported and then click on ‘Export Claims’.

Step 3 - Export

If you’re using one of the finance systems to which we are connected via the API, you can simply click on “Send to …” button and the system exports all the claims.

If not, you can simply download the export file by clicking on the link and then import the files into your finance system.

Archive File

ProSpend provides a great functionality of archiving all the claims. This means that all receipts and invoices can be stored locally (if required).

Once a claim is exported, an archive file can be created. This is usually done after the transaction is sent to ERP.

You will see a pop up message that an email will be sent to the payer when the file is ready to be downloaded.

Click on "Download Archive File".

You can view the file in "Downloads" folder. Each claim will have its own separate PDF. 

Click on claim PDF to view claim summary and the invoice/receipt.