How do I use the claim dashboard?

How do I use the claim dashboard?

Using the claim dashboard can be very simple, and we have included links to the app helpdesk below for you to view. 

This manual include steps on:
  1. Signing in and downloading the app
  2. How to use the dashboard
  3. Viewing claims and approving invoices
  4. Download your budget and viewing your summary
Please note - the claims shown on this dashboard are ONLY for your plan-managed budget. If you plan also includes self-managed or agency-managed budgets these claims will not be shown in our Claim Dashboard.



Are you having trouble with logging in or remembering your password?

  1. How do I sign in to the Plan Hero claim dashboard?
  2. How do I find my username for the Plan Hero claim dashboard?
  3. My password doesn't work/I forgot it - what do I do?
If you are still having difficulty, contact our team on support@planhero.com.au or call 1300 599 770 and we can guide you through using the portal


This is the end of our onboarding lessons, however there are plenty more resources in our Helpdesk about how to spend your funds!