File expense (Admin level)

Nov 05, 2019

HawkHR enables admin to file expense on the behalf of the employees. Admin can later approve/ reject the raised expense. Refer to the following steps to file an expense by admin on the behalf of employees:

  1. Navigate to: Control panel -> Expense

  2. Click on the option of +New (given in the page action bar), a new page will open up showing required fields for creating expense reports

  3. Employee: Select the Employee on behalf of whom you are raising the expense

  4. Expense Report Title: Enter the Expense Report Title

  5. Project: Select the Project under which the expense was raised

  6. Currency: Select the Currency of payment

  7. A form table is shown below for entering expense fields

  8. Enter the details of Category, Item details, Customer, Expense Date, Expense Amount, Expense Amount

  9. You can also upload the item's details by clicking on the Upload button

  10. Sum of amounts of all entry will be shown on the top

  11. You can also add/ delete a row

  12. Enter the Additional Details on the bottom of the page

  13. Click on Submit button (to file the expense)/ Reset option is also given (to remove the filled details)

A notification of successful generation of expense report will be shown. All the changes will be made instantly.