Claims general settings

1. Cutoff date

You can set the company's claim cutoff date. Select the day of the calendar month from the dropdown list and click "Save"
 
set_cutoff_date.gif
 
Swingvy tip:
Claims approved before or on the cutoff date are usually reimbursed in the same month or in the following month

2. Currencies

The main currency can be selected only once. Be assured of the currency for your company to use on Swingvy Claims.
 
Should you need to reselect the currency after you click "Save", kindly contact the Swingvy team from Monday to Friday 9 AM-6 PM (MYT/SGT) (exclude all Malaysia & Singapore public holidays)
 
currencies.gif
 

3. Approver settings

You can set a multi-level approver for your Claims.
 
Head of Department
The person who is in charge of a department
 
Reports to
Someone your employee report to at work
 
Designated person
You can select a fixed approver from the active employees
 
Swingvy tip:
1. To update an employee's Reports to, Go to the People > employee's profile page
2. To update the head of the department, go to People > Manage people > Roles
Have more questions? Submit a request
Was this article helpful?
2 out of 5 found this helpful