How to create and approve an expense request with documents?

Yes. Users can create multiple expense records on the same day. Each expense is entered into the system with a separate category and document. This method ensures accuracy in reporting and enables detailed tracking of expenses. It offers practical use especially for field workers and traveling teams. Each record goes through the approval process independently.

How to review and approve financial expense requests?

The finance manager or management unit authority can review and approve or reject pending expense requests. Approval is given after checking request details, attached documents and expense category.

How to filter expense records by approval status?

By using the status filter in the expense list, only pending, approved or rejected requests can be listed. This allows managers to quickly view pending requests.

How to create a new expense record?

You can create a new record from the expense module to add expense details, amount and documents to the system. Once created, it is automatically included in the approval process.

How to filter expense records by date range?

You can list expenses for a specific period using the date filter in the expense list. This feature is used for reporting and periodic analysis.

Expenses Module

Manage employee expenses digitally and simplify approval and reporting processes. Strengthen cost control by regularly monitoring expense records.

Expenses Module

How to approve or reject an expense request?

Expenses awaiting approval are listed on the manager's "Requests Pending Approval" screen. The manager can review the amount, category, document and description in detail. Requests that are deemed appropriate are concluded with the "Approve" option, while incorrect or incomplete requests are concluded with the "Reject" option. Approved expenses are automatically transferred to accounting and payroll processes. This approval mechanism strengthens internal control and prevents unauthorized expenses.

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Finance Module

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Expenses Module

How to approve or reject an expense request?

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