new! how to save and view receipts - benefitwallet...how to save and view receipts go to the claims...

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Make a payment and upload a receipt at the same time NEW! How to save and view receipts Go to the claims center to initiate payments. Select “Make a Payment/ Add a Claim” for a new payment or reimbursement.

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Page 1: NEW! How to save and view receipts - BenefitWallet...How to save and view receipts Go to the claims center to initiate payments. Select “Make a Payment/ Add a Claim” for a new

Make a payment and upload a receipt at the same time

NEW! How to save and view receipts

Go to the claims center to initiate payments. Select “Make a Payment/Add a Claim” for a new payment or reimbursement.

Page 2: NEW! How to save and view receipts - BenefitWallet...How to save and view receipts Go to the claims center to initiate payments. Select “Make a Payment/ Add a Claim” for a new

Select “Submit Now,” then enter and review your payment information.

Upload your receipt after reviewing your submission information.

Quick tip: You can view the receipt at any time by clicking on the desired receipt from the claims center.

©2014 Xerox HR Solutions, LLC. All rights reserved.

Page 3: NEW! How to save and view receipts - BenefitWallet...How to save and view receipts Go to the claims center to initiate payments. Select “Make a Payment/ Add a Claim” for a new

Upload a receipt without making a payment

Begin to make a payment and select “Save for Later,” then enter and review your payment information.

Upload your receipt after reviewing your submission information.

Quick tip: To view these receipts at any time go to the “Filing Cabinet”.

Page 4: NEW! How to save and view receipts - BenefitWallet...How to save and view receipts Go to the claims center to initiate payments. Select “Make a Payment/ Add a Claim” for a new

Attach a receipt to a payment that you have already submitted

Go to the “Claims Center” and click on the desired payment/claim.

Choose “Upload” to attach your receipt.

Quick tip: You can view the receipt at any time by clicking on the desired receipt from the “Claims Center”.

For more information

©2014 Xerox HR Solutions, LLC. All rights reserved.

Contact the BenefitWallet Service Center by going to "Contact BenefitWallet Service Center" under the "Help Center" tab.