Employee Expenses

このローカライズ済みガイドでは、LKG for Billing におけるページの目的、主なフィルター、表、ステータス、操作を説明します。

The Employee Expenses report lets you view and analyse expenses grouped by employee. Use it to track how much each employee is spending, approval status, and individual expense details.

メニューからこのページを開きます。

---

ページ操作

操作	説明
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 expense status — All Status, Approved, Pending, Rejected
Generate	Generate the report for the selected filters
Export	Download the report data

---

サマリーカード

Six summary cards are displayed at the top after generating the report:

カード	説明
Employees	Number of employees with expenses in the period
Total Expenses	Total expense amount across all employees (₹)
Approved	Total approved expense amount (₹)
Pending	Total pending expense amount (₹)
Rejected	Total rejected expense amount (₹)
Total Tax	Total tax amount across all expenses (₹)

---

Expense Summary by Employee

The first table provides a summary grouped by each employee:

列	説明
Employee	Employee name with profile avatar
Code	Employee code (color-coded badge)
# Records	Number of expense entries for the employee
Total Amount	Total expense amount for the employee (₹)
Approved	Total approved amount (₹)
Pending	Total pending amount (₹)
Rejected	Total rejected amount (₹)
Tax	Total tax amount for the employee (₹)
% of Total	Employee's share of total expenses (%) — shown with a progress bar

The Total row at the bottom shows the sum of all columns across all employees.

---

Expense Details

The second table (headed by record count, e.g., "EXPENSE DETAILS (5 RECORDS)") shows individual expense entries:

列	説明
Date	Date of the expense
Employee	Employee who submitted the expense
Category	Expense category badge (e.g., Training, Supplier, Travel, Food)
Description	What the expense is for (e.g., "Tally ERP certification course", "Sales meeting - local cab expenses")
Vendor	Vendor or supplier name
Amount	Expense amount (₹)
Tax	Tax amount on the expense (₹)
Total	Total amount = Amount + Tax (₹)
Status	Approval status — Approved (green), Pending (orange), Rejected (red)

---

使い方

1. メニューからこのページを開きます。
2. Click the Employee Expenses card
3. Set the From and To dates to define the reporting period
4. Optionally filter by Status (Approved, Pending, Rejected)
5. Click Generate to load the report
6. Review the summary cards for a quick overview
7. Use the Expense Summary by Employee table to compare spending across employees
8. Scroll to Expense Details for individual expense entries
9. Click Export to download the data

---

関連トピック

• Business Expenses — expenses by category and monthly trend
• Attendance Report — employee attendance overview
• Accounting Overview — all financial reports