Expenses

Expenses are used to process claims for reimbursement. 

 Expenses help with accurate and timely expense claiming 

 Faster expense processing. 

 Employee satisfaction. 

 Experience processing cuts costs 

 Reduce errors and mistakes done by the manual traditional process. 

 Increased expense claim transparency. 

 CRM Module> Activity> Expenses 

 

 

 

 

 

 Expense Date 

 Capture the correct date for the expense you are claiming for 

 

 

 Employee 

 Select the employee who is claiming on the drop down list. 

 

 

 Manager 

 The assigned approver will populate in this field 

 

 

 Description 

 Enter the expense description. 

 

 

 Reference 

 Enter the expense reference 

 

 

 Amount 

 Enter the expense amount. 

 

 

 Invoice No 

 Enter the supporting document  number 

 

 

 Category 

 Select the category on the drop down 

 

 

 Sub Category 

 Select  the sub category on the drop down 

 

 

 Division 

 Select the division on the drop down 

 

 

 Region 

 

 Select the region on the drop down 

 

 

 

 Note 

 Allows you to add additional notes on the expense/ claim 

 

 

 

 

 You can attach  

   

   Once the information has been captured 

   the user clicks on send approval - this emails the approver regarding this claim. 

   

   The status of the expense claim will now change to awaiting approval.