Expense Claims-EmployWise

Expense Claims

An employee can perform following actions in Expense Module:

How do i create new travel expense claim?

How do i create new mileage claim?

How do i create other type of expense claim?

How do i view expense claims of any type created by me?

How do i view expense claims of any type created by my team member(s)?

How do i take action on expense claims pending my approval?

How do i approve accounts for approved expense claims?

How do i make payments of Expense claims created in the system?

Create Travel Expense Claim

You can claim an expense against travel made in the past using steps below:

1. Under Expenses tab click on "Create Travel Expense Claim"

 

2. Expense Claim page will be displayed. Fill in all the details as mentioned below:

Once you click on Add Business Expenses arrow, you will find below page to enter your expense details. Enter all the details and click on Add Expense button

After adding all the expenses click on Submit button

Create Mileage Claim

You can claim expense for mileage using steps below:

1. Under Expenses tab click on "Create Mileage Claim"

 

2. Claim form will be displayed. Fill in all the details mentioned below:

Once you click on Add Business Expenses arrow, you will find below page to enter your expense details. Enter all the details and click on Add Expense button

Click on Add Expense & claim item will be created. If you wants to claim for other dates as well enter new claim item details. After adding all the claims click on submit button.

Create Other Expense Claim

Apart from Travel & Conveyance Employee can claim for other expenses as well like food charges, dearness allowance etc. using steps below:

1. Under Expenses tab click on "Create Other Expense Claim"

 

2. Claim form will be displayed. Fill in the all the details mentioned in below screenshot:

Click on Add Expense & claim item will be created. If you wants to claim for other dates as well enter new claim item details. After adding all the claims click on submit button.

My Expense Claims

You can view all the expense claims created by you irrespective of the type of expense i.e. Travel expense, Conveyance Expense or other expenses. Follow the steps below:

1. Under Expenses tab click on "My Expense Claims"

2. All your expense claims will get displayed with status of the claim, Claim type & claim date.

View All Expenses

You can view all the expense claims created by you and your team members at one place using steps below:

1. Under Expenses tab click on "View All Expenses"

2.  All the expense claims created by you & your team members will get displayed with status of the cliam request, requester name, claim type& claim date

Approve Expense Claims

You can approve the expense claims you are responsible for using steps below:

1. Under Expenses tab click on "Approve Expense Claims"

2. All the expense claims pending your approval will get displayed with name of requester, status of request as 'Pending Approval'. Click on the item you need to take an action.

Below page will get displayed to show you all the claim details and actions that can be taken by you.

Approving Accounts

If you are responsible for approving accounts of expense claims created in the organization follow the steps below:

1. Under Expenses tab click on "Approve Expense Claims"

2. All the expense claims pending accounts approval by you will get displayed with name of requester, status of request as 'Approved'. Click on the item you need to take an action.

Below page will get displayed to show you all the claim details and actions that can be taken by you.

Claim payment

If you are responsible for making payment of expense claims in the organization follow the steps below:

1. Under Expenses tab click on "Approve Payments"

 

2. All the expense claims pending payments by you will get displayed with name of requester, status of request as 'Account Approved'. Click on the item you need to take an action.

3. Below page will be displayed. Scroll down to view expense summary and take your action on the same.

 

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