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From the Reports and Letters tab, locate and click on Claims.
In the Print Preview window, select the appropriate action.
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The Claim report breaks down each school by the number of operating days, average daily attendance, average benefit enrollments, and non-reimbursable meals. The report further breaks down breakfast, lunch, and snacks and provides a reimbursable total for each meal. At the end of the report, the total reimbursable sum of all meals eligible at all locations is provided.
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Step 1: Click on Claims located in Claims for Reimbursement.
Step 2: Use the drop-down menu to select a claim period. Then, click Ok.
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Step 1: Click on Claim Count YTD located in Claims for Reimbursement.
Step 2: Establish Claim Counts YTD options. Then, click Ok.
- Starting a claim period - Use the drop-down menu to select a claim period.
- Filter by School
- Specific School
- Schools in Cafeteria
- Schools in Region
- Schools in Cluster
- All Schools
- Options - Place a checkmark in the box to Show Details.
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Step 1: Click on Claim Worksheet located in Claims for Reimbursement.
Step 2: Use the drop-down menu to select a claim period. Then, click Ok.
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Click on Claims Needing Amendment located in Claims for Reimbursement.
