Rolling Back Claims

Rolling back a claim will delete the claim (but not any of the attendance or meal counts of course!). You should only roll back a claim if you have not submitted it for reimbursement to your state agency. If you have already submitted a claim for reimbursement with your state agency and you need to make an adjustment, then you will want to create a Manual Claim Adjustment instead of rolling back the claim.

To roll back a claim:

• Click on “Process Claim” on the main site dashboard.

• Click on the name of the month/year from the list of claims.
• Click on the red “Rollback Claim” button.

• Click “OK” when the system prompts you to confirm.
• The claim is now rolled back. Menus, meal counts, income forms, enrollment forms and other data can now be changed. To re-create a claim, start-over at step 1 of the claims process.