There are two ways to pay a claim: via the Aspire USD Checking Account or process the payment externally and mark the claim as paid in Aspire.
How to pay Claims using the Aspire USD Checking Account
How to pay claims individually
Approvers under the Transfer Approval Policy can review the submitted claim payment by following the steps in the article: How Transfer Approval Policy Works.
How to pay claims in bulk
Admin or Finance users with transfer rights can pay the approved claims in bulk by following the steps below:
On your Aspire dashboard, click "Claims" in the left navigation bar (web app) or click "Menu" and choose "Claims" (mobile app).
Click on "Pay approved claims" at the top
Select the claims that you want to pay and click "Pay".
Click "Make payment".
Notes:
Processed immediately by Admin or Finance users with transfer rights.
No Transfer Approval Policy review required.
Currently, scheduled claim payments are not supported when using the Aspire USD Checking account.
How to mark claims as paid
Once claims are paid outside of Aspire, Admin and Claim Approvers have the option to mark them as paid. They may mark claims as paid when the claims are in either the "Pending Review" or "Pending Payment" stage.
Claims in Pending Review stage
On your Aspire dashboard, click "Claims" in the left navigation bar (web app) or click "Menu" and choose "Claims" (mobile app).
Click on "Review pending claims".
Select the relevant claim.
Click "Approve", and choose "Approve and mark as paid".
Confirm by selecting "Yes, I’m sure".
Claims in Pending Payment stage
On your Aspire dashboard, click "Claims" in the left navigation bar (web app) or click "Menu" and choose "Claims" (mobile app).
Click on "Pay approved claims" at the top
Select the relevant claim that you want to mark as paid.
Click "More Actions" at the bottom of the claim page.
Select"Mark Claim as paid".
Confirm by selecting "Yes, I’m sure".
Notes:
Once you mark the claim as paid:
There will be no payment made from the Aspire account.
If the claim was linked to a budget, then it won't impact the budget's limit.
Once the claim is marked as paid, you cannot make further changes to it.
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