Actions
Submit for FM : User can submit the expenses for Financial Manager Approval by clicking on the Submit for FM template
Details
This section contains the Expense details like expense name, LoB segment, customer name, participant name and their dates
| Field name | Description |
| Code | A unique serial number code for the expense |
| Expense name | Displays the expense name, basically a short code |
| Submit To | Designation or name of an employee the expenses are submitted for |
| LoB | Line of Business(LoB) segment of the expense item |
| Customer | Displays name of the customer, an employee/participant is meeting |
| Participant | Participant name to whom the Expenses are allotted for |
| From | Date of when the Expense span begins |
| To | Date on which the Expense span ends |
| Description | Comments or short notes about the Expenses |
Advance Item Details
This section contains Advance Expense details provided for an employee
| Field name | Description |
| Expense date | Date on which Advance Expense for an item is allotted |
| Category | Category of advance expense item like travel, phone bills, lodging, meals and many others |
| Amount | Advance amount allotted for the Expense item |
| Description | Comments or short notes about the advance expenses |
Expense item details
| Field name | Description |
| Category | Category name of the expense item like travel, phone bills, lodging, meals and many others |
| Expense name | Expense name is displayed |
| Expense date | Date on which an item is added in expenses |
| Amount | Expense Amount allotted for an item |
| Documents | User can view documents or files uploaded, related to expenses for reference or user can also upload documents |
| Approve | User can click on APPROVE to allot amount for the expenditures |
| Reject | User can click on REJECT to disapprove the expenses |
Approve Expense Item
This section contains the expense details and amount details for expenses which are already approved
Menu
User can view details of Expense categories, Expense Items, Mileage settings, Mileage unit and vehicle details. Click on menu And select the specific field to view their details.
Categories
Categories in Expenses are classifications of expenses that possess particular shared characteristics.
This section contains the details of parent category of expenses and ledger settings of the expense items
Details
| Code | Category code (basically short name of the category name) is displayed |
| Category | Expense Category name |
| Parent | Displays the expense parent category name |
| Tax group | Displays tax group name to which the Expense category belongs. |
Ledger Settings
This section contains details of branch and Ledger of the category.
| Field name | Description |
| Branch name | Branch name of the organization |
| Ledger name | Name of the Ledger account |
User can click on Create(+) to add Ledger settings of the category
Create Ledger settings
| Field name | Description |
| Branch | Select the branch name from the list |
| Ledger | Select the Ledger account name from the list |
| Add | Select and apply the details in fields and click on ADD to add more Ledgers for branches |
Click on SAVE to apply the Ledger settings of the Expense category
Designation Limit
Designation Limit is the maximum spend limit allowed for an individual expense.
This section contains the amount limits for particular designations
| Field name | Description |
| Designation | Name of the designation of an employee |
| Limit | Displays the maximum spend limit allowed for an employee |
| Cap limit | The limit amount above which an entity capitalizes expenses |
User can add designation limit by clicking on CREATE(+) and enter the details required
Add Designation Limit
| Field name | Description |
| Designation | Select the designation name from the list |
| Limit | Enter maximum spend limit amount for the designation |
| Cap limit | Enter the capitalization limit amount |
| Add | Select and apply the details in fields and click on ADD to add more designation limits |
| Description | Comments or short notes about the designation limit |
Mileage settings
Details
| Field name | Description |
| Code | Unique number code or short name of the mileage unit |
| Mileage unit | Mileage unit name of the vehicle |
| Category | Name of the expense category name |
| From date | Start date of the expense category mileage settings |
| Vehicle | Vehicle type used for transportation |
| Mileage rate | Mileage rate for that particular vehicle type is displayed |
| Description | Comments or short notes about the mileage settings |
Mileage unit
Details
| Field name | Description |
| Mileage unit name | Displays the measuring unit name of mileage unit as meters, kilometers, miles etc.. |
| Short code | Short name code of the mileage unit |
| Description | Comments or short notes about mileage unit is displayed |
Vehicle
| Field name | Description |
| Code | Short name code of the vehicle type used for transportation |
| Vehicle | Displays the vehicle name/vehicle type used for transportation |
| Description | Comments or short notes about the vehicle is displayed |
| Activity | |
| Comments | Write short notes or comment about the Expenses |
| Audit | |
| Created Date | The date when the Expenses is created |
| Created By | The name of the person who created the Expenses |
| Last Updated Date | The last stage changed of the Expenses |
| Last Updated By | The name of the person who last updated the stage |
| Status | Displays the current status of the Expenses |
| Time-Line | This widget tracks all the activities within the app. |