In this article, we're going to show you how to =
- Open "My Claims" page
- Create a new claim report
- Add claim type/item
- Save the claim report as draft
- Save the claim report but keep it open (to add more claim type inside the report)
- Where to find "Submit" button
For step by step guidance, please refer below =
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
- Click (+) 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.
- Click Save as draft : to save current claim as draft if you're unable to fill in all information immediately. You can continue next time.
- Click Save & Add another draft : to save current draft claim and create a new draft
- 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.