Expense Claims Approval

The "Expense Claims Approval" is designed for managers or designated approvers to efficiently review and process expense claims submitted by employees. Here's what you can typically do on this screen:

• Review Claims: View detailed expense claims, including attached receipts and explanations provided by employees.

• Approve or Reject: Make decisions on each claim, either approving or rejecting them based on the company's expense policy.

• Add Remarks: Provide feedback or request additional information by adding comments or remarks to the claim.

• Track Status: Monitor the status of all submitted expense claims, ensuring timely processing and resolution.

• Maintain Records: Keep a comprehensive record of all approved and rejected claims for audit and compliance purposes.

This screen simplifies the expense management process, making it easier to control and track company spending while ensuring employees are reimbursed promptly.

Click the  [Approval]   button to Approve or Reject the particular Expense Claims Application. 

Mass Approval is available when Allow Mass Approval in Employee Master, EPortal tab is turned on.  

To perform a Mass Approval, follow these steps:

1. Ensure that the Approve Status is selected to Unapproved.

2. Once Unapproved is selected, the Approve selected and Reject selected buttons will become visible.

3. Check the checkboxes next to the applications you want to approve.

4. Finally, click the Approve selected or Reject selected button to complete the Mass Approval process. 

If background email is enabled, ensure that your Email Server can handle concurrent emails and won’t exceed the throttling limits, including the maximum number of messages per minute or day.

If "Application Rejection Requires Remarks" is enabled for the expense type of the applications, the Mass Reject function will not successfully process rejections.

When an Expense Claims Application is approved, the system creates a corresponding Expense Entry.