HawkHr enables all employees to file in the expense report. The categories defined by the admin would be available for the expense report to be raised. The employee would raise the expense which will be sent to the approving authority for approval.
Refer to the following steps to file an expense by an employee:
- Navigate to: Main Panel -> Expense -> Create expense
- A new page will open up wherein, you need to fill in the details
- Title: Enter the Expense Report Title
- Project: Select the Project under which the expense is raised
- Currency: Select the Currency of payment
- 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 button (to update the entry)/ Reset button 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.