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  1. Click on Claims located in Claims for Reimbursement.
  2. Use the drop-down menu to select a claim period. Then, click Ok.
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Claim YTD
Claim YTD
Claim Count YTD

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  1. Click on Claim Count YTD located in Claims for Reimbursement.
  2. Establish Claim Counts YTD options. Then, click Ok.
    1. Starting a claim period - Use the drop-down menu to select a claim period. 
    2. Filter by School
      • Specific School
      • Schools in Cafeteria
      • Schools in Region
      • Schools in Cluster
      • All Schools
    3. Options - Place a checkmark in the box to Show Details.
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Claim Worksheet
Claim Worksheet
Claim Worksheet

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  1. Click on Claim Worksheet located in Claims for Reimbursement.
  2. Use the drop-down menu to select a claim period. Then, click Ok.
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Claim Amend
Claim Amend
Claims Needing Amendment

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