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Claims Approval Cut Off Date
Claims Approval Cut Off Date

Learn how claims cut off dates work with payroll

StaffAny avatar
Written by StaffAny
Updated over a week ago

Contents of this article are applicable to the following users

Tier: NA

Product: StaffAny

Platform: Web

Access Level: Owners

The cut-off date setting specifies the last date by which a claim must be approved to be included in the current month’s payroll. Any approvals after this cut-off date will be processed in the next month’s payroll.


Setting Cut Off Date For Approving Claims

To set this,

  1. Go to Claims > Claims Settings.

  2. Select when the cut off date happens.

Assuming approval deadline is set to “25th day of payroll month”,

Date of Claim Approval

Where is it paid?

22nd May

May Payrun

24th May

May Payrun

27th May

June Payrun

FAQ

What happens the cut off date set exceeds the number of days in a month?

If the selected cut off date falls outside the days of the month (eg. selected cut off date is 31st of the month but June has only 30 days), the system will automatically set the cut off date to the last day of the month instead.

How should I set up my cut off date if I process claims separately from payroll?

We would advise to set the cut off date on “31st day of Payroll Month”. This provides flexibility for you to create adhoc payruns on PayrollAny and include these claims in the relevant payrun.

Learn how to process claims separately in PayrollAny here.

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