How to configure merchants.
This list of Merchants added can be selected by the employee while raising a request for an expense.
Path : Admin >> Expenses >> Merchants >> Add New
Related Articles
How to update merchants.
Path : Admin >> Expenses >> Merchants >> Actions(w.r.to merchant) >> Update Using this path, we can update merchant details.
How to delete merchants.
Deletion of merchants cannot be possible. However we can deactivate it. Path : Admin >> Expenses >> Merchants >> Actions(w.r.to merchant) >> Deactivate
How to raise a request for travel expense.
Path : User Login >> Travel & Expenses >> Expenses >> +Add >> Expense On >> Policy >> Submit >> Mileage
How to raise a food expense request.
Employees submit expense claims to claim back costs they have personally paid for concerning their work on behalf of their employer. Claims might be fuel, food, and other travel expenses like flights or taxi fares. Path : User Login >> Travel & ...
How to approve employee expense advance request.
Path : FM Role >> Travel & Expense >> Advances >> View Details >> Send Advance. Once the employee expense advance request is approved by the respective HR, it will be further processed by FM for bank transfer.