1. Login to BrioHR. 


2. At Home, navigate to My Claims




3. You will be directed to Expense Claims page. Click New Claim to create a new Claim item or (+) button to add claim into the existing Claim Report.



4. A small window will pop up to new claim information = 

a. Claim report: If you have an existing claims report, you can choose it. Or if none, click on Create new report

b. Choose a claim type (eg, meals, parking, transport etc)

c. Include receipt copy as an attachment

d. Choose the transaction date

e. Add a simple claim description (eg, Entertainment for Client)

f. Check your claim limit balance (if any)

g. Insert total amount you want to claim (if the expense is using overseas currency, kindly select the correct currency and input the amount)

h. Total amount (office currency) is applicable if the claim you made for is in another country, input the converted amount if the exchange rate did not pre-set by the admin user.

i. Tax amount and Receipt number is optional.



 Fill in the information and Click Save to create the claim record and close the window or Save & Add another to add more claims.




5. Review your Claims report before submitting.


6. If you need to edit any of the claim item, click on the pencil (edit) icon.


7. Click Submit once done. Your approver will be notified to process your claim request.