Expenses and reimbursements

The expense & reimbursement section allows you to keep track of all the official expenditures incurred by your employees. Maintaining a record of reimbursements also aids in budgeting. The list view gives you a quick summary of all the expense & reimbursement details, including reimbursement type, approver information, status, claimed amount, and approved reimbursement amount.

You may file a reimbursement claim if your employer has assigned a reimbursement category in your salary details.

To claim reimbursement, you are required to add expenses and submit them for approval.

Add a new expense #

1. Choose the reimbursement type as “Expense reimbursements”.
2. Select the expense category under the category drop-down or create a new category by tapping the “+” button provided on the field.
3. You can either select a merchant from the list or create a new merchant by tapping the “+” button provided on the field.
4. Choose the  currency code and enter the amount  that has been spent from your pocket.
5. Then, enter the date on which you made the advance payment.
6. Mention any reference for the expense if any.
7. If necessary, add extra information to the description box.
8. Choose the name of the Approver to whom you’d like to send the expense report for the approval process.
9. If necessary, you can upload the receipts associated with the expenses for the accounting records.