How do I change my claim period?

  Important:

You must be a system administrator in order to access this functionality.

In Capture Expense, you may want to change your claim period. This can be especially useful if your organisation has specific financial periods or reporting cycles. 

Changing your Claim Period

Navigate to Settings

1. Click on the Setup cog icon. A dropdown appears. From here, select Settings.

Update Claim Period

1. In the Accounts tab, scroll down to claim period.
2. From the dropdown, choose your desired claim period. This is either Weekly, or Monthly. 
3. Once selected, ensure that you save the changes.