How to request an expense as an employee?

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1. Log into the employee’s account and go to the Finance tab

2. Click on the Expense session

3. Under the Expenses tab, click on Add New to create a new expense

4. Fill the necessary fields

· Date — Add the date of the expense

· Payment method — Select the payment method whether cash, cheque or card payment

· Payee — Name of the employee needs to get the payment

· Expense Category — Select the expense category accordingly

· Currency — Enter the currency which needs to be paid in

· Amount — Enter the total amount of expense

In addition to this, you can request your employees to attach proofs here. For example, they can attach a receipt of the expense.

5. Then Save

How to approve an expense as an Admin/Manager?

Once an employee requests an expense, the manager will receive a notification as below.
You can click on the notification to proceed. If not,
  1. Go to the Finance Module
  2. Click on the Expenses Session
  3. Under the Subordinate Expenses tab, you will be able to find the requested expense
  4. Click on the blue color Change Status option to proceed

5. Change the status to Approved and then click on the Change Expense Status option

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