How can admin change the expense claims period?

Created by Product Content Team, Modified on Tue, 12 Mar at 4:57 PM by Product Content Team

Expense claims are the requests the employees raise to reimburse the expenses they spent on an official trip.

The admin can set the expense claim start month from the Claim Options page.

To create/change the claims period, the admin must perform the following actions:

From the greytHR Admin portal, navigate to the Settings icon > System Settings > Claims > Claims Options. The Claims Options page opens.
From the Start Month dropdown list, select the required month you want to start the expense claims period.
Click Save to update the changes.

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