Expense
The Expense module allows employees to raise, manage, and track expense claims with complete policy compliance.
🔹 Dashboard (Expense Overview)
- Provides a quick view of raised expense requests.
- Entry point for creating new requests and accessing company expense policies.
Available Actions:
- Raise Request → Submit a new expense claim.
🔹 Raise Request
Employees can raise an expense claim with the following fields:
- Expense Title* → Short description of the expense request.
- Associate a Travel with this Expense Request → Link expenses with a related travel request if applicable.
- Currency & Exchange Rate:
- Default: ₹ Indian Rupee
- Exchange rate auto-applied (for foreign claims).
- Note: OCR (Optical Character Recognition) will work only when the expense date, range, or amount is not added manually.
- Category 1* → Dropdown selection of expense category (Mandatory).
- Expense Date Range* → Start and End dates of the expense period.
- Add Expense → Allows users to itemize expenses (e.g., Travel tickets, Meals, Accommodation).
Action Buttons:
- Cancel → Discards the request.
- Save as Draft → Saves the request without submitting (for later editing).
- Submit → Sends the request for approval workflow.
- Attached Policies → View and download organization’s expense policies for reference.
🔹 Attached Policies
When employees click Attached Policies, they can see:
- Category Name → Expense category linked to policy (e.g., Travel, Food, Accommodation).
- Download Option → Direct download of the related expense policy for review.
This ensures transparency and adherence to company guidelines.
Benefits:
- Streamlines expense submission with OCR-powered receipt scanning.
- Ensures policy compliance with category-linked guidelines.
- Provides flexibility with draft saving before final submission.
- Integrates with Travel Desk for linked claims.
