Basic setup
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      1. Swingvy | Help Center
      2. Claims
      3. Basic setup

      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"  

      help.swingvy.comhcarticle_attachments360072408894set_cutoff_date 

      Note: 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. Ensure the currency for your company is correct to be used in 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)

       help.swingvy.comhcarticle_attachments1500003100582currencies

      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
        

      Note:

      1. To update an employee's 'Reports to', Go to the People > employee's profile page
      2. To update the 'Head of Department', go to People > Manage people > Roles

       

      help.swingvy.comhcarticle_attachments360101899694claims_approvers