Bulk upload of salary reimbursements
Accessible to: As per Setup
Bulk upload the salary reimbursement claims in bulk on behalf of employees can be done from the Pending Claims page as shown below.
Steps to be followed:
1. Click on the "Bulk Upload" button to create vouchers on behalf of employees using an excel upload process.
2. Select the financial year, if you are in the middle of the year then this drop-down will not be visible.
3. Click on "Download Claim Details" - sample excel which will be downloaded
from the software is attached with the article. If there are multiple accountants
then the list of employees which are mapped to you will be visible in excel
- Supporting details - details of supporting received by you for your reference
(optional)
- Amount claimed - the amount which is being claimed by the employee (compulsory)
4. Click on "Upload" button to upload the data, system will check the records and will reject records where there are errors. There is no provision to upload supporting document through this process.
5. Click on "Submit" to upload approved data
Refer to article on "Claiming salary reimbursements" to understand how employees can claim salary reimbursements.
Note: salary reimbursement voucher which are created through the bulk upload
process will be directly created in "Approved" status. In the month of April
as a special case Accountant is allowed to create claim vouchers through this
process for March till payroll for March has not been run.
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