:::info अनुवाद नोट
यह दस्तावेज़ वर्तमान में अंग्रेज़ी में है। जल्द ही हिंदी में अनुवाद किया जाएगा।
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Adding an Employee Expense
Submit a new employee expense request for approval. Record expense details including employee, category, amount, and description.
Steps to Add
- Go to Employee Management → Expenses from the sidebar
- Click + Add Expense (top right)
- Fill in the form (see sections below)
- Click Submit Expense
New Employee Expense
The form is organized as a single card with all fields.
Employee & Date
| Field | Required | Description |
|---|
| Employee | ✅ | Select the employee from the dropdown |
| Date | ✅ | Date of the expense (DD-MM-YYYY) — defaults to today |
Category & Amount
| Field | Required | Description |
|---|
| Category | ✅ | Select the expense category from the dropdown (e.g., Training, Travel, Food, Supplier, Office Supplies) |
| Amount | ✅ | Expense amount (₹) |
Description
| Field | Required | Description |
|---|
| Description | — | What was this expense for? (e.g., "Tally ERP certification course", "Sales meeting - local cab expenses") |
Receipt
| Field | Required | Description |
|---|
| Receipt URL (Optional) | — | Link to a receipt image or document for verification |
| Button | Action |
|---|
| Submit Expense | Submits the expense request with status set to Pending for approval |
| Cancel | Discards the form and returns to the Expenses list |
After Submitting
- The expense appears in the Expenses list with Pending status
- Managers and admins can approve or reject the expense from the list
- Once approved, the expense is included in the Employee Expenses Report