Expenses in HRMS

Use the correct employee and company context. HRMS actions and fields are permission-controlled.

1. Open HRMS and select Expenses.
2. Search and filter before adding a record to avoid duplicates.
3. Use Add or Edit where available.
4. Complete the required fields and the applicable dates/amounts.
5. Save and reopen the record to verify it.
6. Use the available approval action separately when your role permits it.

• Expense Date: Review this value for the selected employee/record before saving.
• Title: Review this value for the selected employee/record before saving.
• Expense Type: Review this value for the selected employee/record before saving.
• Amount: Review this value for the selected employee/record before saving.
• Approved Amount: Review this value for the selected employee/record before saving.
• Payment Type: Review this value for the selected employee/record before saving.

Verify the saved employee, period and values. Tracks employee expense claims, approvals and reimbursement/settlement planning.

For a missing employee or option, check its master record, active status and access. If a date or amount is rejected, correct the indicated field and retry without discarding the draft. Ask HR to confirm payroll/statutory values; do not guess them.

Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.