How to Create an Expense Entry
Create an Expense Entry
Click on the ‘Travel management’ app which is located in the HR Cloud in the App Drawer screen.
Fig. 1: CloudOffix App Drawer page, Click the Travel Management App to begin.
In the Travel Management screen, Click on the ‘My Expenses Menu, and select ‘My Expenses’.
Fig. 2: My Expense Menu item
Click on the ‘New’ button to create a new entry.
Fig. 3: New Timesheet Entry button
Write a name for the expense, select the product form the list or create a new one. Enter all details regarding the expensed product such as the unit price and quantity.
Fig. 4: Expense Product Details
The Date, Account and Employee fields are automatically filled by the system but can be changed.
Fig. 5: Auto-filled fields
The total of the expense is shown at the bottom of the screen.
There are two options for the ‘paid by’:
Employee (to reimburse): This means the employee has paid for the expense out of their own pocket, and the company will reimburse once approved.
Company: The company has given the employee an allowance out of which the expense has been paid.
Fig. 6: Paid by
Save the expense entry.
Fig. 7: Save
Attach a document to the expense report such as a receipt or bill. The attachments can be either PDF or users can simply take a photo and upload it. Click ‘Create Report’.
Fig. 8: Create report
Click ‘Save’ then ‘Submit to Manager’ button to assign the expense report to the manager for approval.
Fig. 9: Submit to Manager
Once the expense has been approved, the status bar will change to ‘Approved’, which means it Is now ready to be posted as a journal and be reimbursed.
Fig. 10: Approved Status
Congratulations! You have
just created an Expense Entry!.