How can admin configure lock date for reimbursement claims from Overview page?

Created by Product Content Team, Modified on Tue, 12 Mar at 4:12 PM by Product Content Team

Setting a lock date for reimbursement claims helps the admin to maintain accuracy, minimize errors, and ensure the correct processing of reimbursement claims.

To configure the date for reimbursement claims from the Overview page, the admin must perform the following actions:

From the greytHR Admin login, navigate to the Payroll > Main > Overview. The Overview page opens.
Click Lock available next to Payroll Inputs. The On locking payroll below activities will be done pop-up appears.
Select the Automatically lock Reimbursement claims submission from a set date option using the checkbox.
From the Lock date for claim submission dropdown list, select the date for locking the reimbursement claim.
Click Confirm to configure the date for reimbursement claims from the Overview page.

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Related Links:

Video:

To watch the Apply Reimbursement Claim on behalf of an Employee video, click here.
To watch the Monitor Employee Reimbursement Claim Requests video, click here.
To watch the View Employee Reimbursement Statement and Payslip video, click here.

FAQs- To read more FAQs about Claims, click here.

Documentation- To read more about Claims, click here.

Product Update- To read about the product update, click here.