Expense Claims Management
費用報銷管理

The Expense Claims Management feature in HRPro offers a range of functions designed to streamline the management of employee expense claims:

• Effortless Submission: Employees can submit expense claims online anytime and anywhere, making the process convenient and accessible.

• Instant Notifications: Approvers receive automatic notifications for submitted claims, allowing for quick approval or rejection with a single click.

• Seamless Integration: When integrated with the payroll module, reimbursements are processed automatically, eliminating additional payroll processing efforts.

• Expense Claims Autopay Processing: The system supports generating bank autopay files for expense reimbursements, allowing companies to pay employees directly via bank transfer without routing through payroll.

• Comprehensive Record Keeping: The system maintains detailed records of all receipts and expense claims, ensuring all financial transactions are well-documented.

• Spending Control: It allows the implementation of spending limits to control expenditures effectively, thus aiding in budget management.

• Quick Approvals: The module streamlines the approval process for faster decision-making, enhancing efficiency.

• Customizable Expense Types: Companies can define various expense types tailored to their needs, ensuring flexibility in expense categorization.

• Expense Tracking: There is a feature to keep a detailed history of all claims, supporting transparency and accountability in expense reporting.

• Workflow Setup: The module setup involves enabling the expense module, defining user-defined fields, and expense types, and setting up approvers, which can include multiple levels of approval.

• Policy Integration: Companies can input their expense policy into the system for employees to view on the employee portal, ensuring policy compliance during claim submissions.

• Reports Generation: Users can print Expense Claims Reports for further processing and analysis, which is crucial for financial oversight.

• Reimbursement in Payroll: If needed, expenses can be set to generate reimbursements in payroll batches, either mid-month or month-end.

• Reimbursement separate from Payroll: Reimbursements can also be processed through an individual Expense Claims Autopay Batch.

These functions collectively aim to enhance the efficiency, accuracy, and convenience of handling company expenses.

HRPro 的費用報銷管理功能提供一系列工具，以簡化員工報銷的管理流程：

• 提交更輕鬆：員工可隨時隨地線上提交報銷申請，令流程更方便及易於使用。

• 即時通知：審批者會自動收到提交申請的通知，可一鍵快速批准或拒絕。

• 無縫整合：當與薪酬模組整合後，報銷款項可自動處理，無需額外的薪酬處理工序。

• 費用報銷自動轉帳處理：系統支援產生銀行自動轉帳檔案，用於支付費用報銷，讓公司可透過銀行轉帳直接將款項發放給員工，而無需經由薪酬系統處理。

• 完善紀錄管理：系統會詳細記錄所有收據及報銷申請，確保財務交易資料完整保存。

• 支出控制：可設定支出上限，有效控制開支，協助預算管理。

• 快速審批：模組優化了審批流程，加快決策速度，提高工作效率。

• 自訂費用類別：公司可按需要定義不同類別的費用項目，靈活管理報銷分類。

• 費用追蹤：提供完整的報銷歷史記錄，確保報銷過程透明及具問責性。

• 流程設定：模組設定包括啟用費用模組、自訂欄位及費用類別，以及設定核准人，並可設多層級審批流程。

• 政策整合：公司可將內部的報銷政策輸入系統，讓員工於員工自助平台查閱，確保申請時符合公司政策。

• 報表輸出：使用者可列印報銷報表作進一步處理及分析，以加強財務監控。

• 薪酬報銷：如有需要，可設定費用項目於薪酬批次中生成報銷記錄，支援月中或月尾批次。

• 獨立報銷批次：報銷亦可透過獨立的「費用報銷自動轉賬批次」處理。

這些功能共同提升企業處理報銷事務的效率、準確性及便利性。

Screens

1. Expense Entry

2. Expense Claims Application Approval

3. Expense Inquiry

4. Expense Claims Autopay Batch

5. Generate Expense Claims Autopay File

6. Unprotect Expense Claims Autopay Batch

7. Currency Table

8. Expense Type

Expense Outputs

Listing Reports

1. Expense Claims Application Report

2. Expense Claims Autopay Batch Report 

3. Expense Claims Report

4. Expense Claims Report by Cost Centre

5. Expense Claims Report by Expense Type

6. Expense Claims Report by GL Account Code

7. Expense Claims Report by Pay Type

8. Missing Attachment Expense Report

9. Deleted Expense Claims Application Report

10. Deleted Expense Entries

Email Notifications

1. Expense Claims Autopay Payment Notification