Expense claim approval
Accessible to: Approvers as per Setup
On this tab the expenses pending for approval are visible to approvers.
Actions possible -
- Edit the request: Double click on the row or use the "Edit" button to edit the voucher. When in edit mode you can check the voucher and update the approved amount
- Reject the request: You can directly reject the Request by clicking on "Reject" button
- Return the request: You can return the request by clicking on "Return" action button - this options is only available to the approver and not to the exception approver
- Modify the advance which is adjusted. Approver can modify the advance adjustment amount or add a new advance to the voucher
- Approve – click on "Approve" button
- Use the "Download" button on top of the table to download the selected voucher in a PDF format
- You can also download the attached supporting documents of multiple vouchers by selecting multiple rows and using the "Download Documents" button above the table (use the drop-down to access the button)
If you “Return” the request back you will be asked to input some comments which should tell the employee why you are returning the request. A returned request can be “Resubmitted” back to you after making the changes.
If you “Reject” the request you will be asked to input some comments which should tell the employee why you are rejecting the request. The User cannot claim any expense on that request then – he will have to create a new request form.
As an approver you can also edit the request and change the amount in the “Approved Amount” column or if the expense head is policy based then the input value but you cannot change any other detail like Expense Head or Date. You should be aware of the genuineness of the expense and the eligibility of the Requester to claim it. If in doubt please refer your company HR Manual or talk to the HR Manager.
Note:
1. If the initiator is same as the approver then the expense will get auto approved
and will go to the mapped accountant.
2. HR Manager or Accountant can also submit vouchers on behalf of an employee
if this feature is activated in setup. The voucher will go for approval as per
the workflow designed.
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