Searching for a Claim

Claims added and submitted using IRIS Expenses can have various statuses therefore where the claim is displayed depends on at which stage of the process it is at when you want to view the claim. Claims can be awaiting attention, submission, approval, or payment, each of which have a page for the status where the claim details are displayed. For more information, see Overview of the My Claims Page.

If you are unable to find a specific claim in the various areas within the My Claims page on IRIS Expenses, you can search for the claim.

If you are unsure of any of the claim details, you can complete an Advanced Search to filter claims by specific criteria.

Searching for Claims

  1. On the My Claims page, enter the name or part of the information of the claim details in Search for a Claim, e.g. London, then press Enter.
  2. The Search page is displayed. Select the claim to view the details.
    If you are unable to find the claim you are looking for it may be on another page, select the Page Number or Previous and Next arrow buttons to search through the search results. Alternatively, select the Show Criteria button in the top right-hand corner of the Search panel to display the Advanced Search criteria fields. For more information, please see Completing an Advanced Search for Claims.
  3. The Expense Claim page is displayed with the details of the selected claim.

    select View Attached Receipt(s) to view and download any attachments for the claim. select View Analysis to view the details of any additional analysis fields that were completed for the claim. select History to view an audit trail of the stages of the expenses process the claim has been through.

Completing an Advanced Search for Claims

If you are unsure of the details of the claim(s) you want to search for, you can complete an advanced search, which allows you to search on specific criteria.

  1. On the My Claims page, select Advanced Search. Alternatively, if you have already performed a search, select Show Criteria in the Search panel to display the advanced search criteria fields.

  2. The Search page is displayed. Enter the criteria on which you want to search in the required field. The following options are available:
    Claim Group - enter the name of the claim group, e.g. March 2021.
    Tag - enter the details of any tag entered when adding the claim, e.g. London Trip.
    Expense Date - select to select the date of the expense from the calendar.
    Amount - enter an amount from or to for the value of the claim, e.g. 10.00 (do not enter any currency symbols, i.e., £, $, etc.)
    Description - enter the description that was entered when adding the claim, e.g. client lunch.
    Claim Type - select an option from the drop-down list, e.g. Hotel Claim.
    Status - select an option from the drop-down list, e.g. SUBMITTED - AWAITING APPROVAL.
    Currency - select an option from the drop-down list.
    Vehicles - select the vehicle for which the claim was made from the drop-down list.
    Claimant - select the employee who made the the claim from the drop-down list.
    Authoriser - select the employee responsible for authorising the claim from the drop-down list.
  3. select Search to display the search results.
  4. The Search page is displayed. Select the claim to view the details.
    If you are unable to find the claim you are looking for it may be on another page, select the Page Number or Previous and Next arrow buttons to search through the search results. Alternatively, select the Show Criteria button in the top right-hand corner of the Search panel to display the Advanced Search criteria fields.
  5. The Expense Claim page is displayed with the details of the selected claim.

    select View Attached Receipt(s) to view and download any attachments for the claim. select View Analysis to view the details of any additional analysis fields that were completed for the claim. select History to view an audit trail of the stages of the expenses process the claim has been through.