How to Approve Cash Advance Requests and Generate Settlement Reports

In this tutorial, we'll cover the following steps:

1. How to View and Approve Cash Advance Request Claims
   1. Learn how to access and approve submitted cash advance request claims. (See Image 1)
2. How to Send Approved Cash Advance Requests to Payroll
   1. Understand the process for forwarding approved cash advance requests to the payroll system.
3. Payroll Cycle View of Approved Cash Advance Claims
   1. See how the approved cash advance claims appear in the payroll cycle, specifically for custom pay items. (See Image 2)
   2. For instructions on customizing pay items for specific cash advance claim types, click here.
   3. For general payroll connection configuration, click here.
4. Cash Advance Settlement Claim Report Generation
   1. Once a claim is reimbursed, a new report labeled "Cash Advance Settlement" will appear on the employee's My Claims page. (See Image 3)

Image 1: Approved cash advance request claim report submission.

Image 2: Custom pay item reflecting a specific cash advance claim type.

Image 3: "Cash Advance Settlement" claim report created under Home > My Claims.

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.