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How to Request and Submit Cash Advance Claims

This article explains how to request and submit cash advance claims for business-related needs.

BrioHR's latest enhancement to its expense claim features is the introduction of the cash advance claim type. This functionality allows you to request a cash advance for various business-related needs, such as business travel, projects, and more.

Once you save a cash advance request claim report, a new report labeled "Cash Advance Request" will be created. This label indicates that the claim is a cash advance type and distinguishes it from other types of claims.

You can create this claim report by clicking the "+Request Cash Advance" button.

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After settling a cash advance request, a separate claim report labeled "Cash Advance Settlement" will appear on your My Claims dashboard.

NOTE:

This report allows you to account for each transaction made using the reimbursed cash advance.

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For a step-by-step guide, watch this video on requesting a cash advance claim: 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.