HRStop offers a convenient Carousel Preview feature that allows administrators and approvers to quickly review multiple bills or receipts submitted as part of employee expense claims. Instead of opening each attachment separately, the carousel lets you browse through all related bills in a smooth, continuous flow — saving time and improving efficiency during the approval or audit process.
What Is Carousel Preview?
The Carousel Preview is an integrated viewer that displays all the uploaded expense bills or receipts for a particular expense claim in a slideshow-like interface. Users can easily navigate between bills using arrows or swipe gestures (on touch devices), without needing to download or open files in separate windows.
Why Use Carousel Preview?
- Faster Review: Quickly scan through all bills linked to an expense without extra clicks.
- Convenient Navigation: Move back and forth between attachments effortlessly.
- Improved Accuracy: Cross-check multiple documents in one place to verify expense legitimacy.
- No Downloads Needed: View attachments inline, reducing file clutter on your device.
How to Use Carousel Preview to Review Bills
Step 1: Access Expense Details
Login as an admin, manager, or finance user and navigate to the expense claim you want to review:
- Go to Control Panel → Expense → Expense Reports
- Search for the specific expense report by employee, date, or status
- Click on the report to open detailed view
Step 2: Locate the Bills/Attachments Section
Inside the expense report, scroll down to the Attachments or Bills section where all uploaded receipts are listed.
Step 3: Open Carousel Preview
Click on the Preview or View button/icon near any of the attached bills. This will launch the Carousel Preview window.
Step 4: Navigate Through Bills
Use the left/right arrows (or swipe on mobile) to cycle through all the uploaded bills. The carousel will display:
- High-resolution images or PDFs of each bill
- Bill details like filename, upload date, and size (if available)
Step 5: Zoom or Download (Optional)
- You can zoom in/out for better clarity if needed.
- If required, download specific bills from the carousel for offline review or records.
Tips for Efficient Use
- Use keyboard arrow keys for quick navigation on desktop.
- Review bills in full-screen mode to see finer details.
- Combine carousel review with expense notes to validate claims thoroughly.
- Use carousel to spot discrepancies like duplicate bills or altered documents.
Benefits of Carousel Preview
- Saves Time: No need to open each file manually.
- Enhances Workflow: Streamlines the approval and audit process.
- Reduces Errors: Easier to compare multiple bills in one place.
- User-Friendly: Intuitive interface for both desktop and mobile users.
Summary
The Carousel Preview feature in HRStop simplifies the review of multiple expense bills by providing a seamless, integrated viewer. It helps finance and HR teams accelerate expense approvals while maintaining accuracy and transparency.
By leveraging this tool, your organization can ensure faster reimbursements and better control over expense claims.