Expense
This option allows admins to define specific expense categories such as “Travel,” “Meals,” or “Supplies.” These categories are essential for organizing claims and generating accurate reports. Adding the category ensures employees can select appropriate classifications while submitting expenses.
Navigation Path: Finance > Expense > Configuration > Define Category > Add Category > Submit
Rules allow the organization to control expense claim behavior. Admins can set conditions such as maximum allowable amount, frequency, or employee applicability. After rules are configured and linked to categories, they govern how employees can submit claims.
Navigation Path: Finance > Expense > Configuration > Rule > Add Rule > Set Rule > Add Categories > Applicability > Submit
This path lets admins grant Accounts Payable (AP) permissions to selected employees. These users can then view, approve, or process expense claims, maintaining secure and controlled workflows.
Navigation Path: Finance > Expense > Configuration > Define AP Permission > Select workflow > Click on edit under action > Add access > Select employees > Add Access
Admins can define policies related to air ticket allowance such as eligible members (employee, spouse, child), frequency, and redeem options. It standardizes air travel reimbursement or booking processes for employees.
Navigation Path: Finance > Expense > Configuration > Define Policies > Create New Air Ticketing Policy > Save Changes
Enables or disables the requirement for entering a rejection remark when denying an expense claim. Useful for speeding up approvals or simplifying the workflow in predefined cases.
Navigation Path: Finance > Expense > Configuration > Make expense rejection remarks non-mandatory Toggle On/Off
Travel Desk
Allows categorization of travel types like domestic, international, or client visits. This helps track and manage travel requests and expenses in a structured way.
Navigation Path: Finance > Travel Desk > Configuration > Category > Add Category > Submit
Admins can define rules for advance travel payments, including limits, frequency, and eligibility. Ensures employees receive predefined travel advances under set guidelines.
Navigation Path: Finance > Travel Desk > Configuration > Advance Rule > Set Rule > Applicability > Submit
Controls how many days in advance employees must request travel. Helps departments plan logistics and costs efficiently.
Navigation Path: Finance > Travel Desk > Configuration > Set Timeframe for planning future travels Toggle On/Off
Allows retroactive travel request submissions, useful when prior approval wasn’t possible due to emergencies or system delays.
Navigation Path: Finance > Travel Desk > Configuration > Input Dates in Allow Employees to raise travel request for past dates > Toggle On/Off
Ensures designated admins or HR are notified along with the reporting manager when an employee raises travel-related support requests.
Navigation Path: Finance > Travel Desk > Configuration > Select whom to send notification along with RM when employee raises any help regarding travel > Toggle On/Off
Determines whether work details (e.g., meeting agenda or client info) must be included when submitting travel requests.
Navigation Path: Finance > Travel Desk > Configuration > Work Details Notification Toggle On/Off
Enables or disables the entire advance request functionality. When off, employees won’t be able to request travel advances.
Navigation Path: Finance > Travel Desk > Configuration > Enable Advance Rule Toggle On/Off
Vendor
Admins can onboard new vendors by registering their details and compliance information. Required before initiating transactions.
Navigation Path: Finance > Vendor > Vendor List > Add New > Vendor Registration > IPC Compliance Form > Submit
Supports mass vendor onboarding. Download the Excel template, input vendor details, and upload it for quick registration.
Navigation Path: Finance > Vendor > Vendor List > Import > Download the Excel Template > Fill out Template > Import Excel > Submit
Allows exporting the vendor list for audits, reports, or sharing with stakeholders.
Navigation Path: Finance > Vendor > Vendor List > Download
Enables updating vendor information such as company name, compliance, and contact details. Keeps data accurate and up to date.
Navigation Path: Finance > Vendor > Vendor List > Select Three Dots next to list > Edit > Edit Vendor Registration > Edit IPC Compliance Form > Submit
Removes inactive or duplicate vendors from the list. Helps maintain a clean and current vendor database.
Navigation Path: Finance > Vendor > Vendor List > Select Three Dots next to list > Delete
Grants AP privileges to selected users for managing vendor-related financial tasks, like invoice verification and payment.
Navigation Path: Finance > Vendor > Configuration > Grant AP > Identify Vendor > Click Action > Add Access
Admins can assign General Identification codes for internal Navigation Path: Finance mapping or classification of vendor data.
Navigation Path: Finance > Vendor > Configuration > GI Code > Create New > Submit
Lets admins update GI code descriptions or details to reflect policy or organizational changes.
Navigation Path: Finance > Vendor > Configuration > GI Code > Select Three Dots next to Entity Name > Edit > Edit Information > Submit
Allows categorization of vendor expenses under specific cost centers, aiding financial tracking and budget control.
Navigation Path: Finance > Vendor > Configuration > Cost Center > Create New > Input Information > Submit
Used to define vendor interaction per branch, supporting decentralization and local management of vendor activity.
Navigation Path: Finance > Vendor > Configuration > Branch > Create New > Create Branch > Submit
Admins can configure master records for vendor classification, helping in organization-wide consistency.
Navigation Path: Finance > Vendor > Configuration > Master > Create New > Create FA Master > Submit
Prevents expense submissions outside defined windows, improving compliance and audit accuracy.
Navigation Path: Finance > Vendor > Configuration > Input Date Range for which Employees are authorized to Submit Expenses for > Toggle On/Off
Exports a detailed report of transactions or interactions for a single vendor.
Navigation Path: Finance > Vendor > Report > Blue Download Button
Downloads reports for multiple vendors in a single file, simplifying review and reporting tasks.
Navigation Path: Finance > Vendor > Report > Identify Vendor > Orange Download Button
Petty Cash
Provides a downloadable file of a specific petty cash report for tracking expenses or reimbursements.
Navigation Path: Finance > Petty Cash > Configuration > Expense Type > Create New > Input Information > Done
Removes unused or incorrect petty cash types to keep the list relevant.
Navigation Path: Finance > Petty Cash > Configuration > Expense Type > Identify Expense Type > Click Three Dots next to Expense Type > Delete
Admins can modify names or rules for expense types without needing to delete and recreate them.
Navigation Path: Finance > Petty Cash > Configuration > Expense Type > Identify Expense Type > Click Three Dots next to Expense Type > Edit > Edit Information > Done
Defines how much, how often, and who can claim petty cash. Ensures fair and compliant usage.
Navigation Path: Finance > Petty Cash > Configuration > Petty Cash Rule > Create New > Input Rule Information > Done
Allows admins to remove outdated or unnecessary petty cash rules.
Navigation Path: Finance > Petty Cash > Configuration > Petty Cash Rule > Identify Rule > Click Three Dots next to Rule > Delete
Gives designated users permission to manage and approve petty cash workflows.
Navigation Path: Finance > Petty Cash > Configuration > Grant AP Access > Select Workflow Name > Click Action > Add Access
Removes access from users who no longer need to manage petty cash approvals.
Navigation Path: Finance > Petty Cash > Configuration > Grant AP Access > Select Workflow Name > Click Action > Click Delete
Bulk-upload petty cash limits across departments or users using a standard Excel file.
Navigation Path: Finance > Petty Cash > Configuration > Manage Balance > Import > Download Excel Template > Input Information in Template > Import Excel Template > Submit
Update balance amounts as needed to reflect changes in usage, budget, or policy.
Navigation Path: Finance > Petty Cash > Configuration > Manage Balance > Identify Balance > Click Three Dots next to Balance > Edit > Edit Limits > Done
Enforces date restrictions on petty cash submissions, reducing misuse or late claims.
Navigation Path: Finance > Petty Cash > Configuration > Input Date Range for which Employees are authorized to Submit Expenses for > Toggle On/Off
