{"id":5434,"date":"2024-02-29T11:14:40","date_gmt":"2024-02-29T11:14:40","guid":{"rendered":"https:\/\/icehrm.com\/explore\/?page_id=5434"},"modified":"2024-03-04T07:05:33","modified_gmt":"2024-03-04T07:05:33","slug":"how-to-request-an-expense-as-an-employee","status":"publish","type":"page","link":"https:\/\/icehrm.com\/explore\/how-to-request-an-expense-as-an-employee\/","title":{"rendered":"How to request an expense as an employee?"},"content":{"rendered":"\n

How to request an expense as an employee?<\/h2>\n\n\n\n

1. Log into the employee\u2019s account and go to the\u00a0Finance\u00a0<\/strong>module.<\/p>\n\n\n\n

2. Click on the\u00a0Expenses\u00a0<\/strong>tab<\/p>\n\n\n\n

3. Under the Expenses tab, click on\u00a0Add New<\/strong>\u00a0to create a new expense<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

4. Fill the necessary fields<\/p>\n\n\n\n

\u00b7 Date\u200a<\/strong>\u2014\u200aAdd the date of the expense<\/p>\n\n\n\n

\u00b7 Payment method<\/strong>\u200a\u2014\u200aSelect the payment method whether cash, cheque or card payment<\/p>\n\n\n\n

\u00b7 Payee\u200a<\/strong>\u2014\u200aName of the employee needs to get the payment<\/p>\n\n\n\n

\u00b7 Expense Category<\/strong>\u200a\u2014\u200aSelect the expense category accordingly<\/p>\n\n\n\n

\u00b7 Currency\u200a<\/strong>\u2014\u200aEnter the currency which needs to be paid in<\/p>\n\n\n\n

\u00b7 Amount\u200a<\/strong>\u2014\u200aEnter the total amount of expense<\/p>\n\n\n\n

\n

In addition to this, you can request your employees to attach proofs here. For example, they can attach a receipt of the expense.<\/strong><\/p>\n<\/blockquote>\n\n\n\n

\"\"<\/figure>\n\n\n\n

5. Then Save<\/strong><\/p>\n\n\n\n

How to approve an expense as an Admin\/Manager?<\/h3>\n\n\n\n
\n

Once an employee requests an expense, the manager will receive a notification as below.<\/strong><\/p>\n<\/blockquote>\n\n\n\n

\"\"\/<\/figure>\n\n\n\n
\n

You can click on the notification to proceed. If not,<\/strong><\/p>\n<\/blockquote>\n\n\n\n

    \n
  1. Go to the Finance Module<\/strong><\/li>\n\n\n\n
  2. Click on the Expenses <\/strong>Session<\/li>\n\n\n\n
  3. Under the Subordinate Expenses<\/strong> tab, you will be able to find the requested expense<\/li>\n\n\n\n
  4. Click on the blue color Change Status <\/strong>option to proceed<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    5. Change the status to Approved <\/strong>and then click on the Change Expense Status <\/strong>option<\/p>\n\n\n\n

    \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

    How to request an expense as an employee? 1. Log into the employee\u2019s account and go to the\u00a0Finance\u00a0module. 2. Click on the\u00a0Expenses\u00a0tab 3. Under the Expenses tab, click on\u00a0Add New\u00a0to create a new expense 4. Fill the necessary fields \u00b7 Date\u200a\u2014\u200aAdd the date of the expense \u00b7 Payment method\u200a\u2014\u200aSelect the payment method whether cash, cheque or card…<\/p>\n","protected":false},"author":14,"featured_media":5388,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"PageIceHrm.php","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","kt_blocks_editor_width":"","_kad_post_transparent":"disable","_kad_post_title":"hide","_kad_post_layout":"normal","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":true,"_kad_post_footer":true,"footnotes":""},"categories":[54],"tags":[],"yoast_head":"\nHow to request an expense as an employee? - IceHrm<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/icehrm.com\/how-to-request-an-expense-as-an-employee\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to request an expense as an employee? - IceHrm\" \/>\n<meta property=\"og:description\" content=\"How to request an expense as an employee? 1. Log into the employee\u2019s account and go to the\u00a0Finance\u00a0module. 2. Click on the\u00a0Expenses\u00a0tab 3. Under the Expenses tab, click on\u00a0Add New\u00a0to create a new expense 4. 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