Expenses

WebatarCRM Module> Activity> Expenses

Expenses Thisare Function allows the userused to process claims ,for reimbursementreimbursement.

Expenses Benefits:

help

with Accurateaccurate and timely expense claim routing.

Increase in organizational efficiency.claiming

Faster expense processing.

Employee satisfaction.

Experience processing costs cuts.

Reduce errors and mistakes done by the manual tradition process.

Increased expense claim transparency.

 

 

Expense Date
Employee	Employee - Select the employee who is claiming on the drop down list.
Manager	Manager - The assigned approver will populate in this field
Description	Description - enter claim description.
Reference
Amount	Amount - Enter the expense amount.
Invoice NumberNo	- enter the supporting document  number
Category	Select Category
Sub Category	- Select Category. Sub Category
Division	- Select Sub Category. Division - Enter Division.
Region	Region - Enter Region.
Note	Notes - Notes field can be added for any extra information relevant.

Division - 

Region - Notes - 

Attachments - The receipt for the claim can be attached. 

 

 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.