Introduction/Purpose: 

The Expense Claim module in an HRMS (Human Resource Management System) is designed to streamline and automate the process of managing employee expense claims reports within an organisation.

The purpose of the Expense Claim report module is to provide structured and transparent reports for handling employee expenses. It aims to simplify and track expense claims, minimize paperwork, reduce manual errors, and ensure compliance with company policies and procedures.

How To Navigate: 

The navigation to a Expense Claim in a HRMS typically involves the following steps:

• Click on the main navigation icon: The main navigation icon   located in the top  right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the HRMS system.

• Click on the Report section: The Expense claim is located under the expense report section. By clicking on the expense claim will display an employee name, purpose type, voucher no., voucher date, project deal no., request amount, approved amount, currency, balance to settle, settle voucher no. and status. 

Listing: 

• Filter : User can filter the data based on the following categories: 
  • From Date*
  • To Date*
  • Please select date
  • Select Employee
  • Employee Type
  • Department
  • Grade
• Note: “*” represents the mandatory fields to be entered by the user.
  • The user can perform the following actions in this section:
    • Submit : The user can use the filter option by using the submit button.

• Refresh: The Refresh feature allows users to update or reload the content of a webpage, application, or data set to display the most current information.

• Export: The Export feature enables users to extract data from a system and save it in a different format that can be utilised in other programmes. It provides options to convert data into forms like Excel, CSV (Comma-Separated Values), or PDF.

• Send Mail: The Send Mail feature allows users to compose and send emails directly from an application or platform.