Amending an Existing Expenses Claim

If you have entered the details for a claim that need to be edited either before the claim is submitted for approval or if it has been sent back to you by the approver, you can amend the claim.

You can also remove a claim that has not yet been submitted if it is no longer required or incorrect.

Editing a Claim Before it is Submitted

  1. On the My Claims page, select Submit my Expenses.
  2. The Awaiting Submission page is displayed. Select the Claim Group, e.g. April 2021 that contains the claim you want to edit from the Claim Groups Awaiting Submission panel.
  3. The claims awaiting submission are displayed. Select the claim you want to edit.
  4. The Claim page is displayed. select the Edit icon.
  5. Amend the details of the claim as required, then select Save Claim.
    If a field remains greyed out you are unable to amend the details. If the details are incorrect, you need to enter the details in a new claim.
  6. The Claim Saved message is displayed.

Editing a Claim that was Sent Back

If the person who approves your expense claims sends a claim back to you, the details of the original claim can be amended and re-submitted for further approval.

You receive an email notification for claims that have been sent back to you. Either select the link in the email to display the claim details or login to IRIS Expenses.

  1. On the home page, select Returned Expenses.
  2. The Awaiting Attention page is displayed. Select the Claim Group, e.g. 2020Expenses that contains the claim you want to edit from the Claim Groups Awaiting Attention panel.
  3. The claims awaiting attention are displayed. Select the claim you want to edit.
    If the claim group was sent back to you because you need to add missing claim details, select Add New Claim to display the claim input form to enter the details for a new expense.
  4. The Claim page is displayed. select the Edit icon.
  5. Amend the details of the claim, as required (to view the reason the claim was sent back, select the DECLINED icon on the right-hand side of the panel, as shown in the following graphic), then select Save Claim.
    If a field remains greyed out you are unable to amend the details. If the details are incorrect, you need to enter the details in a new claim.
  6. The Claim Saved message is displayed.

When you have amended the details required for the claim that was sent back, you can then re-submit the claim for approval. For more information, please see Recording and Submitting an Expenses Claim.

Deleting a Claim that has not been Submitted

  1. On the home page, select Submit My Expenses.
  2. The Awaiting Submission page is displayed. Select the Claim Group, e.g. April 2021 that contains the claim you want to edit from the Claim Groups Awaiting Submission panel.
  3. The claims awaiting submission are displayed. Select the claim you want to delete.
  4. The Claim page is displayed. select the Delete icon.
  5. The Delete window is displayed. select OK to confirm removal of the claim.