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Overview

The Financials tab appears for users whose role has access to Claim financials. Use it to keep Claim financial records organized and to review available findings from uploaded documents. It is a workflow record, not accounting or legal advice. The Claim Financials tab with a financial record and available document findings.

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Maintain financial records

Select Add Record to create a financial record. Depending on the record and your access, you can maintain decision date, effective date, awarded amount, retroactive amount, fee percentage, fee amount, fee-exempt status, fees due, paid status, payment date, invoice reference, source, and notes. You can edit or delete records when permitted. Review the values and source documents using your organization’s process before using them for operational decisions.

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Review findings from documents

When Vala identifies unapplied financial findings in uploaded documents, the Financials tab can show a count and a Review & import or Import from documents option. Open it to review the available findings, select the ones you intend to add, and choose Import selected. Imported rows remain editable so your team can correct or complete the record after review. The financial import dialog with document findings selected for review. If you do not see Financials, ask an organization owner or administrator whether your role includes access to Claim financials.

Claim Details

Return to the Claim preparation workspace.

Claim Dates

Review the Claim decision date and its source information.

Documents

Manage the Client documents that can supply findings.