Edit/ Cancel My Advance

This article helps in understanding the steps that are to be followed by a user in order to edit or delete an advance claim that has been submitted. The user can edit or delete the claim only as long as it has not been approved by the concerned approver.

Prerequisites:

1. Ensure you have your Deskera eClaims application URL in place.

2. Ensure you are the logged in as the applicant of the advance claim.

3. Ensure a good internet connectivity.

4. Ensure that the user has already submitted an advance claim application.

How to Edit an Advance Claim Request?

Step 1: Go to Edit/Cancel My Advance under Advance Claims on eClaims DashboardFig.4.4.2.1 eClaims Dashboard

Step 2: Select the claim you wish to edit and click on Edit Claim under StatusFig.4.4.2.2 Edit/Cancel Advance

Step 3: Make the necessary changes to be made. Fig.4.4.2.3 Edit/Cancel Advance

Step 4: Click on Edit to Save changes Fig.4.4.2.4 Edit/Cancel Advance

How to Delete an Advance Claim

Step 1: Go to Edit/Cancel My Advance under Advance Claims on eClaims DashboardFig.4.4.2.5 eClaims Dashboard

Step 2: Select the claim you wish to delete and click on Cancel under StatusFig.4.4.2.6 Edit/Cancel Advance

Step 3: Click on Yes to confirm DeleteFig.4.4.2.7 Edit/Cancel Advance