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Adding Expenses

This guide explains how employees can submit expense claims in IceHrm.

Overview​

The expense management feature in IceHrm allows employees to submit expense reports for reimbursement. Employees can create expense requests under Finance -> Expenses.

Adding Expenses Form

Adding a New Expense​

  1. Log in to IceHrm
  2. Navigate to Finance -> Expenses
  3. Click Add New to create a new expense claim

Required Fields​

When submitting an expense, fill in the following fields:

  • Date: The date when the expense occurred
  • Payment Method: How the expense was paid (Cash, Cheque, or Card)
  • Payee: Name of the employee receiving the payment
  • Expense Category: Classification of the expense type
  • Currency: Currency in which payment will be made
  • Amount: Total expense amount
tip

Before employees can add expenses, administrators should configure expense categories and payment methods under Manage -> Expenses.

Attaching Proof of Purchase​

You can attach receipts and supporting documents to your expense claim:

  1. Click on the Attachments section
  2. Select the receipt file from your device
  3. Wait for the upload to complete
  4. Verify the attachment appears in the list
info

Attaching proof of purchase (such as receipts) is recommended for expense approval and audit purposes.

Submitting the Expense​

  1. Review all entered information
  2. Verify attachments are uploaded correctly
  3. Click Save to submit the expense
  4. The expense will be sent for manager approval