Claims Management
      Back to home
      1. BrioHR | Help Center
      2. Expense Claims
      3. Claims Management

      How to Navigate 'Submission Date' and 'Period' Filters in Claim Management

      Managing your claim submissions in BrioHR is streamlined with our advanced filters. These tools categorize claims based on specific periods, ensuring that everything is well-organized and processed efficiently. Integrated seamlessly with HR Lounge/Reports, these filters offer a comprehensive approach to claim management.

      Period Filters Explained

      1. Current Period: Claims submitted within the 30 days leading up to the upcoming cut-off date.
      2. Last Period: Claims from approximately 30 days before the previous period.
      3. Last 30/60/90 Days: Claims submitted within these recent timeframes.
      4. This Year/Last Year/All Dates: Claims categorized by the current or previous year, or without any date restrictions.
      5. Custom: Define specific date ranges to filter your claims.

      Example:

      To clarify, let's consider a claim cut-off date of February 20, 2024:

      • Claim Cut-Off Date: February 20, 2024
      • Current Period: January 21, 2024 - February 20, 2024
      • Last Period: December 21, 2023 - January 20, 2024

      How to Use These Filters

      • Log in to BrioHR/Expense Claims.
      • Use the filters to sort claims by their submission dates.
      • Ensure that your claims fall within the correct periods.

      DF-3iFCz8SU0NMX-3jp8QsJ5ozxSkUTgew.png?1719480674



        The Importance of Period Filters

        These filters help maintain organized financial records, ensure timely claim processing, and assist in meeting submission deadlines. By utilizing these filters effectively, you can streamline your claim management process and ensure accurate, prompt processing.

         

        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.