Introduction/Purpose: 

The Expense Claim Report Expense Head wise module in HRMS is designed to provide a comprehensive overview of expense claims categorized by different expense heads. The purpose of this module is to facilitate efficient monitoring and management of expense claims reports. 

How To Navigate: 

The navigation to a expense claim report expense head wise 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 report expense head wise is located under the transaction section. By clicking on the expense claim report expense head wise will display an exense head name, voucher no., voucher date, request amount and approved amount.

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 utilized 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.