Additional actions available to administrators

Additional actions available to administrators

If your WhisperClaims user account has administrator access you can:

  • Add new users

  • Delete users’ accounts

  • Edit user information

  • Edit user access

  • See and pay for reports for all clients and claims

  • View and download invoices

  • Style and customise the report

    • Related Articles

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      You can download your report from the WhisperClaims system in either fixed Adobe™ PDF file or editable Microsoft™ Word format; if you choose the latter you can edit the report into your own format and add content as you see fit. For example, you can ...

    • Duplicating a claim

      If you know that you have an existing claim for a client that you can use as the basis for a new claim, you can duplicate the existing claim and change details as required in the new claim. To duplicate a claim, you must be logged into the ...

    • Project descriptions

      HMRC require all claims to be accompanied by an Additional information form, containing detailed descriptions of a selection of the projects. The purpose of this is give HMRC a deeper understanding of the types of R&D activities undertaken during the ...

    • Reviewing and upgrading your subscription

      To view your subscription information, you must be logged into the WhisperClaims system. Once you have logged into your account: Click the button (top-right of the WhisperClaims window) and then click thebutton Click thebutton This displays a summary ...

    • Managing renewals

      Access the workflow dashboard and view renewals, you must be logged into the WhisperClaims system using either: The user to which the clients are allocated, or An account that has access to view All clients & claims If you need to view claims for ...