In BrioHR, managing your claim submissions efficiently is made easier with our filters. These tools categorize claims into specific periods, ensuring everything is organized and processed smoothly. They work seamlessly with HR Lounge/Reports for comprehensive claim management.


Period Filters

  1. Current Period: Claims submitted within 30 days before the upcoming cut-off date.
  2. Last Period: Claims from about 30 days before the previous period.
  3. Last 30/60/90 Days: Claims submitted in these recent periods.
  4. This Year/Last Year/All Dates: Claims categorized by yearly periods or without date restrictions.
  5. Custom: Define specific date ranges for your claims.



**Example

To illustrate, let's consider a claim cut-off date of February 20, 2024:

  • Claim Cut-Off Date: 20 February 2024
  • Current Period: 21 January 2024 - 21 February 2024
  • Last Period: 21 December 2023 - 21 January 2024


How to Use These Filters

  1. Log in to BrioHR/Expense Claims.
  2. Use filters to sort claims by submission dates.
  3. Make sure your claims fit within the correct periods.


Importance of Period Filters

These filters keep your financial records organized, ensure timely processing, and help you meet submission deadlines. By using them effectively, you can streamline your claim management and ensure accurate, prompt processing. If you need help, reach out to our support team anytime.