HawkHR enables admin to approve/ reject and view details of expense reports. You can also add new expense report for the employees. Refer to the following steps to generate expense report:
Navigate to: Control panel -> Expense
The newly opened page shows a list of expense report with details
Each entry shows details of Employees code, Expense details, Project, Filled date, Person filed by, Amount, Converted amount, Status
You can filter the entry on the basis of Employee's activity, Status, Project duration
You can search an entry with the help of Search box
You can approve, reject, view and delete an entry by the options given under actions
You can create new expense for the employee by clicking on +New
A new page will open up showing required fields for creating expense reports
Employee: Select the Employee
Expense Report Title: Enter the Expense Report Title
project: Select the Project
Currency: Select the Currency
A form table is shown below for entering expense fields
Enter the details of Category, Item details, Customer, Expense Date, Expense Amount, Expense Amount
You can also upload the item's details by clicking on the Upload button
Sum of amounts of all entry will be shown on the top
You can also add/ delete a row
Enter the Additional Details on the bottom of the page
Click on Submit to update the entry/ Reset option is also given to remove the filed details
A notification of successful generation of expense report will be shown. You can also export list by clicking on Analytics -> Expense -> Summary. All the changes will be made instantly.