Configure general settings for your Expense Claims module. 


Login to your BrioHR account:


1. Go to HR Lounge.


2. Navigate to Expense Claims.



You’ll be directed to Expense Claims landing page.

3. Go to Settings.


4. Navigate to General. On this page, follow these steps to set up:


  1. Set cut off date
  2. Set claim validity (optional)
  3. Set approval workflow (choose specific employee and/or position - manager/HR/finance). 
  4. Choose who’ll be the claim assignees (optional; applicable only if you include position HR and/or finance in the approval workflow in [c])


5. Click Save Settings once done.