How to Use BrioHR’s New Cash Advance Claim Feature

Introducing BrioHR’s latest enhancement to its expense claim features: the Cash Advance Claim. This new functionality allows employers to create a “cash advance request,” which employees can apply for to cover various business-related expenses, such as travel, projects, and more.

Once a cash advance request is reimbursed, a separate claim report titled “Cash Advance Settlement” will be generated on the employee’s My Claims dashboard.

The “Cash Advance Settlement” report allows employees to detail each transaction made with the reimbursed funds and submit the report for approval.

Related Resources on Cash Advance Claims:

For Employees (Home > My Claims):

1. How to Request and Submit Cash Advance Claims
2. How to Update and Submit a Cash Advance Settlement Report

For Admin/HR (HR Lounge > Expense Claims):

1. How to Manage Cash Advance Claims with General Payroll Connections
2. Custom Payroll Connection for Cash Advance Claims and Settlements
3. How to Approve Cash Advance Requests and Generate Settlement Reports
4. Process Underutilized Cash Advance Settlement Claims for Payroll Cycle Integration
5. How to Review and Forward Overutilized Cash Advance Claims to Payroll
6. How to View Settlement Reports on the Claims Dashboard

For more detailed instructions on creating a Cash Advance Claim, please refer to this video.

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.