Related Articles
Overview of the "Data Manager" Screen
Overview of the "Data Manager" Screen The Data Manager screen allows searching for data in more granular detail. (Instructional video included below) Select the platform followed by the Data Type and Sync Status. Once narrowed down, using the search ...
Claim'd Dashboard Overview
Claim'd Dashboard Overview Claim'd dashboard menu items: Claims This is where you can raise a new claim with a supplier, or review any previous claims. Suppliers Here you are able to view suppliers that are linked to your account, or add a new one. ...
How to Create a Claim in Claim'd
How to Create a Claim in Claim'd Navigate to Claims tab, and select "Create" Fill in all fields: Supplier - Supplier you need to claim from. Invoice Date - Date on the relevant invoice sent from the supplier. Whole invoice - If you are raising a ...
How to Finalise an Approved Claim
How to Finalise an Approved Claim Once your claim has been approved by the supplier, you will receive a notification and will be able to finalise the claim to create a new credit note from the claim. Navigate to Claims > In Progress. Select the ...
How to Create a New Claim in Retrn'd
How to Create a New Claim in Retrn'd Claims can be raised in Retrn'd directly, or approved if they were raised by one of your connected customers. Navigate to Active Returns menu, and select either "Create a new return" or "Add new return by code" if ...