मुख्य कंटेंट तक स्किप करें

Adding an Employee Expense

यह स्थानीयकृत मार्गदर्शिका LKG for Billing में इस पेज का उद्देश्य, मुख्य फ़िल्टर, तालिकाएं, स्थितियां और क्रियाएं समझाती है।

Submit a new employee expense request for approval. Record expense details including employee, category, amount, and description.

Steps to Add​

  1. Go to Employee Management → Expenses from the sidebar
  2. Click + Add Expense (top right)
  3. Fill in the form (see sections below)
  4. Click Submit Expense

Add Employee Expense Form

New Employee Expense​

The form is organized as a single card with all fields.

Employee & Date​

फ़ील्डआवश्यकविवरण
Employee✅Select the employee from the dropdown
Date✅Date of the expense (DD-MM-YYYY) — defaults to today

Category & Amount​

फ़ील्डआवश्यकविवरण
Category✅Select the expense category from the dropdown (e.g., Training, Travel, Food, Supplier, Office Supplies)
Amount✅Expense amount (₹)

Description​

फ़ील्डआवश्यकविवरण
Description—What was this expense for? (e.g., "Tally ERP certification course", "Sales meeting - local cab expenses")

Receipt​

फ़ील्डआवश्यकविवरण
Receipt URL (Optional)—Link to a receipt image or document for verification

Action Buttons​

बटनक्रियाएं
Submit ExpenseSubmits the expense request with status set to Pending for approval
CancelDiscards 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

संबंधित विषय​