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.