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 cuts costs cuts.

Reduce errors and mistakes done by the manual traditiontraditional 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	enterEnter claimthe expense description.
Reference	Enter the expense reference
Amount	Enter the expense amount.
Invoice No	enterEnter the supporting document  number
Category	Select Categorythe category on the drop down
Sub Category	Select Sub Categorythe sub category on the drop down
Division	EnterSelect Division.the division on the drop down
Region	EnterSelect Region.the region on the drop down
Note	NotesAllows fieldyou canto beadd addedadditional fornotes anyon extrathe informationexpense/ relevant.claim

Division - 

Region - Notes - 

Attachments - The receipt for the claimYou can beattach 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.