Introducing BrioHR's newest addition to its expense claim features: the cash advance claim type. This functionality allows employers to generate a "cash advance request" that employees can apply for and utilize for various business-related needs, including business travel, projects and more.


Upon reimbursing a cash advance request, a distinct claim report labeled "cash advance settlement" will be generated on the employee's My Claims dashboard. 


This "cash advance settlement" report enables employees to account for each transaction made using the reimbursed cash advance claim request and submits for approval.


There are additional articles related to cash advance claim feature:


For Employees (Home > My Claims):


  1. How to request and submit cash advance claims?
  2. How to update and submit cash advance settlement report?


For Admin/HR (HR Lounge > Expense Claims)


  1. General payroll connection for cash advance claims request and settlement
  2. Custom payroll connection for cash advance claim request and settlement
  3. Approve cash advance request, send to payroll and creation of cash advance settlement claim report
  4. Process underutilized cash advance settlement claim report to payroll cycle
  5. Process overutilized cash advance settlement claim report to payroll cycle
  6. View the settlement report on Claims dashboard


 

For more information for how to create cash advance claim type, please refer to this video: