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Expense Introduction

The Expenses module helps employees record, manage, and track their business-related expenses. It provides an easy way to submit claims, attach receipts, and follow the approval workflow.

Key Capabilities​

  • Add new expense entries with required details.

  • Save incomplete entries as drafts to edit later.

  • Attach receipts or other supporting documents.

  • Submit expenses for manager or finance approval.

  • Approve or reject submitted expenses.

  • Add and view comments for clarification.

  • Track the status of each expense (Draft, Submitted, Approved, Rejected).

Accessing the Expenses Menu​

  • From the left-side navigation menu, select Expenses.

  • The Expenses option is highlighted with a yellow oval in the below image.

Expenses menu highlighted

Screenshot: The Expenses option highlighted.

Why Use the Expenses Module?​

  • Ensures transparent expense reporting.

  • Reduces manual paperwork and errors.

  • Speeds up the reimbursement process.

  • Provides a clear audit trail for finance teams.