Manage reconciliation and claim templates
As a workspace admin, define the reconciliation-sheet and inbound-channel-claim templates in ClaimDS so your team works from consistent, repeatable structures.
Templates are the quiet backbone of consistent work: they decide how every reconciliation sheet is laid out and how every inbound chargeback or billback is captured. Getting them right once means your team always works from the same, comparable structures.
Why templates matter
Without templates, every sheet and claim is a little different, and comparison gets hard. With good templates, reconciliation and inbound claims arrive in a predictable shape — easier to work, easier to audit. That's why template changes are a deliberate, admin-level decision.
Manage them
Follow the numbered steps below. Templates underpin reconciliation and inbound channel claims; it's an admin-only area (access).
Step-by-step
Open the templates in the admin area
From the admin area, open the template definitions — there are reconciliation-sheet templates and inbound-channel-claim templates. Templates are the repeatable structures your team works from.
Review the reconciliation-sheet templates
Open the reconciliation templates to see how reconciliation sheets are structured for your workspace. A good template means every sheet your team opens is laid out consistently.
Review the inbound-claim templates
Open the inbound-channel-claim templates that shape how chargebacks and billbacks are captured. Consistent templates mean inbound claims arrive in a workable, comparable shape.
Adjust deliberately
Change a template when your process genuinely changes — not casually — because everyone downstream works from it. A deliberate template change improves every future sheet or claim; a careless one disrupts them.
Save and roll forward
Save the template. New reconciliation sheets and inbound claims pick up the updated structure going forward, so the change rolls out consistently.
Frequently asked
Will changing a template alter existing sheets or claims?
Templates shape new work going forward. Treat a change as a process decision that affects everything created after it, and change deliberately rather than experimentally.
Who can edit templates?
Templates are an administration setting, limited to admin roles. If you can't see them, you don't have an admin role in this workspace.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.