Introduction/Purpose: 

The Pre-Expense Claim Report Expense Headwise module is an integral component of the Human Resource Management System (HRMS). It serves as a reporting tool that allows users to generate expense claim reports based on different expense heads within a specified date range. 

The purpose of the Pre Expense claim Report Expense Head wise module is to streamline and automate the expense claim process in an organization. 

How To Navigate: 

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

Listing: 

• Filter : User can filter the data based on the following categories: 
  • From Date*
  • To 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.