Expense Management

Submit, approve, and track employee reimbursements and business claims.

What You’ll Learn

• Submit expense claims
• Attach receipts and notes
• Approve or reject expenses
• Export expense reports

Accessing Expense Management

Step 1: Go to Expenses → Expense Report

Interface Breakdown

• Expense Table: Date, category, amount, status
• Claim Form: Type, amount, description, attachments
• Approval Panel: Pending claims, status updates

Submitting an Expense

• Click Add Expense
• Fill in:
  • Expense Type (Travel, Meals, Office Supplies)
  • Amount
  • Description
  • Upload receipt
• Click Submit

Approving Expenses

• HR/Finance views pending claims
• Click Approve or Reject
• Add comments if needed

Exporting Expense Data

• Click Export Expense Report
• Choose format and filters

Mobile Usage

• Submit claims via mobile
• Snap and upload receipts instantly

Best Practices

• Set category limits and approval thresholds
• Audit expenses monthly

Troubleshooting

• Claim not submitting → Check required fields or file size
• Approval not visible → Confirm finance role assignment