How to Fix and Finalise a Claim

It is common to find errors in a draft claim (e.g., a missing rate for a new starter or miscoded time). The UniPhi document workflow handles this via version control.

How to Fix Issues

Do not try to manually edit the numbers in the document or the Excel report.

1. Identify the Issue: Check your "Client Claim Report" (Excel) to find the discrepancy.

2. Fix Source Data: Go into UniPhi and fix the underlying problem (e.g., update the Resource Rate in Configuration, or move the Timesheet to the correct code).

3. Re-run the Wizard:

   • Open your draft Claim Document.

   • Click Edit and click through the wizard steps again.

   • This action forces UniPhi to re-calculate the claim based on your fixed data .

     
     

How to Finalise

1. Set Status: Once the numbers are correct, update the Document Status to Awaiting Signoff (or a non-private status like Open for Review).

2. Signoff: Complete the formal digital signoff process.

3. Lock the Claim: Once signed off, do not edit the document again. Creating a new version after signoff could pull in new timesheets that have been entered since the document was created, altering your claim value.

4. Next Cycle: Always ensure the previous month's claim is fully Signed Off before starting the next month's claim process to ensure the "Previously Claimed" figures roll over correctly.