HRStop allows employees to easily file expense reports using predefined categories set by the admin. Once submitted, the expense report is sent to the designated approving authority for review and approval.
Steps for Employees to File an Expense Report:
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Navigate to Expense Creation:
Go to Main Panel → Expense → Create Expense. This opens the expense report form. -
Fill in Basic Details:
- Title: Enter a descriptive title for the expense report.
- Project: Select the project related to the expense.
- Currency: Choose the currency used for the payment.
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Enter Expense Items:
A form table appears where you enter details for each expense item, including:- Category (as defined by admin)
- Item details
- Customer (if applicable)
- Expense Date
- Expense Amount
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Manage Expense Rows:
Add or delete rows as needed. The total sum of all expense amounts is displayed at the top for easy tracking. -
Add Additional Information:
Fill in any extra details or notes at the bottom of the form. -
Submit or Reset:
Click Submit to save and forward the expense report for approval. Use Reset to clear the form if you want to start over. -
Confirmation:
A notification will confirm the successful submission of the expense report. All changes take effect immediately.
This streamlined process makes it simple for employees to report expenses while ensuring compliance with company policies.