Claims Management
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      2. Expense Claims
      3. Claims Management

      How to Edit Claims After Submission

      New Feature: Edit Claims After Submission

      The "Edit Claims After Submission" feature is designed to simplify the process for HR/Admin users, allowing them to edit the details of submitted claims on behalf of employees.

      NOTE:

      Please be aware that the edit claim feature is only available for claim requests that have been submitted and are pending approval or reimbursement.

      How to Enable the Edit Claim Feature:

      To utilize this feature, you must first enable access in the user group settings:

      1. Go to Settings > User Groups.
      2. Click the edit button for the user group you wish to grant this access to.
      3. Navigate to the HR Module Permission Category.
      4. Check the box for Edit Claims After Submission under the Claim Module.
      5. Click Save.
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      How to Edit a Claim:

      Once access has been enabled, you can edit claim details on behalf of employees through the following steps:

      1. Go to HR Lounge > Expense Claims.
      2. On the Claim Request page, search for the claim you wish to modify.
      3. Click the arrow button to expand the claim details.
      4. Click the edit button to update the claim.
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      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.