Expenses
CRM Module> Activity> Expenses
Expenses are used to process claims for reimbursement.
Expenses help with accurate and timely expense claiming
Faster expense processing.
Employee satisfaction.
Experience processing costs cuts.
Reduce errors and mistakes done by the manual tradition process.
Increased expense claim transparency.
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| Expense Date | |
| Employee | Select the employee who is claiming on the drop down list. |
| Manager | The assigned approver will populate in this field |
| Description | enter claim description. |
| Reference | |
| Amount | Enter the expense amount. |
| Invoice No | enter the supporting document number |
| Category | Select Category |
| Sub Category | Select Sub Category |
| Division | Enter Division. |
| Region |
Enter Region. |
| Note | Notes field can be added for any extra information relevant. |
Division -
Region - Notes -
Attachments - The receipt for the claim can be attached.
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Once the information has been captured
the user clicks on send approval - this emails the approver regarding this claim.
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The status of the expense claim will now change to awaiting approval.
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