1. Simplified Expense Workflow Comprehensive
Easy to Assemble and Organize Information
User Friendly
Multiple Expenses Management

2. •Records Multiple Expenses and search
expenses
•Multi-Project support
•Multiple approvers
•Raise multiple request at a time
•Expense raised based on Expense type
•Faster than legacy manual processes
Benefits of Using Expense Management Module

3. Expense
Menu
New Expense
Request
For
Approval
Approved
Rejected
Review
Expense
History
Flow Chart of the Expense Management Module
Accounts
Payable

4. • To create an expense request , click New Expense Request
• Enter the Add Form with Expense Date, select the Project Name and Expense type.
• Enter the Expense Amount to be reimbursed
• Add Note and Description if required
• Click Add Expense Detail the expense details are displayed
• Edit /Delete details by clicking Edit and Delete buttons.
• Click Submit to raise the request.
New Expense Request –Employee Login

5. Attach Files
• Attach expense file by clicking Upload expense attachment.
• Click Browse , select file, click File Upload
New Expense Request – Employee Login

6. For Approval – Expense Approver Login
• For Approval tab is available to
an Expense Approver only after
an assigned employee raises an
expense request.
• To view raised expense click For
Approval.
• List of expenses for approval is
displayed
Approved – Approver Login
• To approve raised expense
select the expense details by
selecting Employee name
• Click Approve and Submit to
Account to approve the
expense.
Mail is sent to the Employee and all the Expense Approvers and the Accountant Approver. The expense details are
moved to Approved tab.

7. Rejected – Expense Approver Login
To reject a raised expense, select expense details by selecting Employee name.
• Enter notes for rejecting the raised expense.
• Expense rejected mail is sent to the Employee and all the Expense Approvers.
• Rejected expense details are moved to Rejected tab.

8. Review – Expense Approver Login
To review the requested expense, select the expense details by selecting Employee name.
• Click Review button to review the expense.
• Expense reviewed mail is sent to Employee
and all the Expense Approvers.
• After the Approver clicks on review button
the expense details are moved to Review
tab.
• My Review is available to Employee only
after an expense approver reviews the
expense raised by the employee.
• To view the expense reviewed click My
Review tab
My Review – Employee Login

9. My Review – Employee Login
• Click Edit to review the expense and to request again.
• The expense details are displayed. If the employee wants to change only the amount , this can be
changed and click Submit For Approval
• Update expense details and click Update
• Click Submit For Approval.
• Mail notification is sent to Employee and all the Expense Approvers

10. For Accounts Payable –
Expense Accountant Approver Login
• After Approval from the Expense Approver, the raised expense is viewed by Expense Accountant
Approver.
• To reimburse requested amount by the employee select For Accounts Payable Tab
• List of expense for accounts payable is displayed
• Select the Employee name
to reimburse, expense
details appear with
approver details
• Enter the Reimbursement
Amount, date for
reimburse and Accounting
Notes if required.
• Click Reimburse button.
• Reimbursed Mail is sent to
Employee and all the
Expense Approvers and to
the Accountant Approver.

11. Expense History – Expense Approver Login
To Search Expense history
select Employee Name,
Start date and End date
and click Submit.
An expense approver
can search the expenses
raised by him/his
assigned employees.
For more details click
Approval History to
view the history of
expense