Generate a Claim(s)

Send Claims

Once a timesheet is generated you will take the next step in the billing process. In Billiyo we call this generating a claim.

To send a claim head on over to the generate claims page. 

Navigation: Billing > Generate Claims

Here you will see claims that are generated by generating timesheets in the schedule approvals page. 

These claims are in the tab. 

Here you can click on the to see the details of each claim. 
 
Click the for each claim that you would like to get ready for billing, or click the at the top left of the screen to select all. 
Once you are satisfied with your selection click the button. 
The claims have now moved the the tab. 
Here you can click on the to see the details of each claim. 
If you see an error in the claim you can click on the button to get it back to the tab. 
Click the for each claim that you would like to bill, or click the at the top left of the screen to select all. 
Once you are ready to bill click on the button. 
Once you have clicked the claim are sent. 
you can view them in the claim detail report. 
Navigation: Billing > Claim Detail Report
 
 

To learn more about the claim detail report, please visit our page: Claim Detail Report.