How to export claims
If you wish to export your company claims on Carbonate, you could do these following steps:
Also before exporting claims please make users submitted the claims in Carbonate.
Select all the information you wish to export on the pop up page.
If you wish to filter by claims status with claims type that also can be done by selecting the date range.
We can filter the claim based on the submission date or based on the expense date and download the required data.
Also, we can filter the claims based on user/based on the outlet as well.
You can watch the video here: