Optimize the settings for your Expense Claims module in BrioHR. The configuration applies universally to all employees without any need for customization.
Step-by-Step Guide to Configuring Expense Claims Settings
- Go to HR Lounge.
- Navigate to Expense Claims.
You will be directed to the Expense Claims landing page.
- Click on Settings.
- Follow the steps below to complete the configuration:
A. Set Cut-Off Date:
- Define the cut-off date for your company's monthly expense claims. Typically, claims submitted after this date will be processed in the following month's claims cycle.
B. Set Transaction Date Validity (Optional):
-
Specify the validity period for a claim's transaction date. Claims with transaction dates outside this period will be rejected during submission.
Example:
Validity Period: 2 months
Today's Date: August 22, 2023
If a meal claim was made on February 15, 2023, and you attempt to submit it today, the system will not allow the selection of February dates in the 'Transaction Date' field as it exceeds the 2-month validity period.
C. Assign Claim Approvers (Optional):
- Select the HR and Finance employees responsible for approving claims. These claim assignees must have access to HR Lounge > Claim Dashboard to approve or reject submitted claims.
- For instructions on granting access to the Claim Dashboard, refer [here].
D. Set Payroll Connection - refer here for how to connect claims to payroll module
- Configure the default payroll item linked to each claim type.
- The list of items corresponds to all payroll items under the [Reimbursement] category in the payroll module.
- This is useful if you wish to process the approved claim amount during the monthly payroll cycle.
Save Your Settings:
- After completing the configurations, click Save Settings.
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.