Employee Expenses
यह स्थानीयकृत मार्गदर्शिका LKG for Billing में इस पेज का उद्देश्य, मुख्य फ़िल्टर, तालिकाएं, स्थितियां और क्रियाएं समझाती है।
Track and manage employee expense requests. The Expenses page lets employees submit expense claims and managers approve or reject them.
इस पेज को मेनू से खोलें।
पेज नियंत्रण
| नियंत्रण | विवरण |
|---|---|
| From | Start date for the reporting period (DD-MM-YYYY) |
| To | End date for the reporting period (DD-MM-YYYY) |
| All Status dropdown | Filter by status — All Status, Pending, Approved, Rejected |
| Generate | Load expenses for the selected filters |
| + Add Expense | Submit a new expense claim (top right) |
सारांश कार्ड
Three summary cards are displayed at the top:
| कार्ड | विवरण |
|---|---|
| Total Expenses | Total expense amount across all employees (₹) with record count |
| Pending Approval | Count of expense claims awaiting review |
| Approved | Count of approved expense claims |
Expenses Table
The table header shows the record count (e.g., "EXPENSES (5)").
| कॉलम | विवरण |
|---|---|
| # | Row sequence number |
| Date | Date of the expense |
| Employee | Employee who submitted the expense (with profile avatar) |
| Category | Expense category badge — color-coded (e.g., Training, Supplier, Travel, Food) |
| Description | What the expense is for (e.g., "Tally ERP certification course", "Warehouse packing materials", "Sales meeting - local cab expenses") |
| Amount | Expense amount (₹) |
| Status | Approval status badge — Pending (orange), Approved (green), Rejected (red) |
| Actions | Approve (✓) and Reject (✗) buttons, or edit/view icons |
Submitting an Expense
Click + Add Expense (top right) to open the expense form. See Adding an Employee Expense for the complete form guide with all fields.
Approving / Rejecting Expenses
Managers and admins can approve or reject submitted expenses directly from the Actions column:
| Icon | Action |
|---|---|
| ✓ (Approve) | Approve the expense for reimbursement |
| ✗ (Reject) | Reject the expense claim |
कैसे उपयोग करें
- इस पेज को मेनू से खोलें।
- Set the From and To dates to define the period
- Optionally filter by Status (Pending, Approved, Rejected)
- Click Generate to load the expenses
- Review the summary cards for a quick overview
- Use the table to view individual expense details
- Approve or reject pending expenses using the action buttons
- Click + Add Expense to submit a new claim
संबंधित विषय
- Adding an Employee Expense — submit a new expense request
- Employee Expenses Report — analyze expenses by employee
- Business Expenses — track non-employee business expenses
- Employees — manage employee records