Cancel a claim
Cancel a claim in ClaimDS — a draft is removed, a submitted or approved one records a cancellation factsheet, and a posted one's accrual is reversed.
Claims get cancelled — a deal falls through, a claim was raised in error, the numbers change. ClaimDS cancels cleanly, but exactly what happens depends on how far the claim has got, because a draft and a posted claim have very different footprints.
It depends on the state
A draft is just removed — nothing was committed. A submitted or approved claim is cancelled with a cancellation factsheet and a reason, leaving a verifiable trail. A posted claim additionally has its accrual reversed, automatically. Nothing is ever silently deleted.
Cancel the claim
Follow the numbered steps below. For the broader principle, see how ClaimDS handles changes; for reversing an accrual or settlement directly, see reverse an accrual or settlement.
Step-by-step
Check where the claim is
How a cancellation works depends on the claim's state — draft, submitted, approved, or posted. Open the claim and note its status before you cancel, because each case is handled differently.
Cancel a draft
A draft hasn't been committed to anything, so cancelling it simply removes it. There's nothing to reverse and no document to produce.
Cancel a submitted or approved claim
Cancelling a claim that's already been submitted or approved records a cancellation factsheet — a frozen document that chains back to the original by its fingerprint — and you give a reason. The claim is marked cancelled, with a complete trail of what was undone.
Cancel a posted claim
If the claim was already posted, cancelling it triggers a reversal of the accrual it created. ClaimDS books the reversing entry automatically, so the posted amount is unwound rather than deleted.
Confirm the trail
Check the cancellation factsheet and the audit trail to confirm what was undone and why. Because nothing is deleted, the original claim, its factsheet and the cancellation all remain on the record.
Frequently asked
What happens to the accrual when I cancel a posted claim?
It's reversed automatically — ClaimDS books a reversing entry and the next calculation cycle reflects it. The original accrual and its reversal both stay on the record.
Can I undo a cancellation?
No — a cancellation is recorded, not reversible. If the claim is still valid after all, raise a fresh claim rather than trying to un-cancel the old one.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.