Employee Expenses

Questa guida localizzata spiega lo scopo della pagina, i principali filtri, tabelle, stati e azioni in LKG for Billing.

Track and manage employee expense requests. The Expenses page lets employees submit expense claims and managers approve or reject them.

Apri questa pagina dal menu.

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Controlli della pagina

Controllo	Descrizione
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)

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Schede riepilogative

Three summary cards are displayed at the top:

Scheda	Descrizione
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

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Expenses Table

The table header shows the record count (e.g., "EXPENSES (5)").

Colonna	Descrizione
#	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

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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.

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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

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Come usare

1. Apri questa pagina dal menu.
2. Set the From and To dates to define the period
3. Optionally filter by Status (Pending, Approved, Rejected)
4. Click Generate to load the expenses
5. Review the summary cards for a quick overview
6. Use the table to view individual expense details
7. Approve or reject pending expenses using the action buttons
8. Click + Add Expense to submit a new claim

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Argomenti correlati

• 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