How do I submit a claim for a pre-approval request?

In some Forma accounts, certain expenses require manager pre-approval before you can submit a claim. This ensures that all expenses comply with your company's policy. To learn more see: How do I submit a pre-approval expense to my manager for approval?

Once your request is approved, you're ready to file a claim. Keep in mind:

• You can submit only one claim per pre-approval request.
• If the approved amount is less than the requested amount, the difference will be returned to your ‘available to request’ balance.

How to file a claim for a pre-approved expense:

Option 1: From the Benefits tab

1. Log into Forma.
2. Click the Benefits tab.
3. Select your pre-approval account.
4. Click Manage requests > View requests.
5. Locate the approved request you'd like to claim and click View Details.
6. Scroll down and click File a claim for this request.               
7. The details from your pre-approval will automatically populate the claim form. Update any fields and attach supporting documents if needed.
8. Select the appropriate category.
9. Click Submit claim.

Option 2: From the Claims tab

1. Log into Forma.
2. Click the Claims tab.
3. Select your pre-approval account from the dropdown menu.
4. Find and select the approved pre-approval request.                 
5. The pre-filled claim form will appear. Edit any fields and upload additional documentation as necessary.
6. Choose the correct category.
7. Click Submit claim.