How to process request raised by employee for the expenses.
Case 1: If Advances are included in the Expenses
If advances are included in the expenses, after deducting from the expense, the remaining amount will be reimbursed to the employee
Path : User Login >> Travel & Expenses >> Reports >> Expenses/Advances >> Credit Amount >> Process Transaction >> Credit.
Please note that if the FM selects any reimbursable expense not to reimburse, the same will be reflected in the calculations.
Case 2: If Advance is not Included in the Expenses
Path : User Login >> Travel & Expenses >> Reports >> Expenses >> Credit Amount >> Process Transaction >> Credit.
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By Enabling this, the employee will be allowed to raise a expense request only when a trip request is raised and the expense date should be in between the trip duration. Path : Admin >> Expenses >> Trips >> Add NewHow 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 create a expenses.
Path : Admin >>Expenses >> Expenses >> Add New By Clicking on “Add New” will create a expense name with expense code.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.Where we can set the expiry period for expense.
Path : Admin >>Expenses >> Expenses >> Actions >> Configure Mark the check-box, if a expiry period is to be added for a expense request raised. The number of days within which a report is to be prepared by the employee to claim the expense for a ...