HR Expense

Path

Dashboard → Profile settings → HRMS → HR Expense

How to open HR Expense

1

Go to the Dashboard

From the left navigation, click Dashboard so that you are on the main dashboard view.

Dashboard (1) in the left panel; profile area (2) in the top right.

2

Select Profile settings

In the top-right corner, click your profile name or the person/company name (e.g. “Kamal Associ…”). From the menu, select Profile settings.

3

Select HRMS, then HR Expense

In Profile settings, click HRMS in the top navigation. On the HRMS screen, click the HR EXPENSE card.

HRMS section with HR Expense card highlighted

HRMS (1). Click the HR EXPENSE card (2).

4

HR Expense screen

The HR Expense screen opens with three tabs: Pending Expenses, Approved Expenses, and Rejected Expenses. Use the sections below to work with each tab.

a. Pending Expenses

In the Pending Expenses tab you see all expense claims awaiting approval. You can filter the list using Select Employee and Select customer. Use the green icon to refresh or export the list. For each expense you can take action (e.g. approve or reject) using the action icon in the Action column.

HR Expense – Pending Expenses tab with table

Pending Expenses — list of expenses awaiting approval with filters and action icon.

Table columns in Pending Expenses:

Column	Description
S. No.	Serial number
Expense ID	Unique identifier for the expense
Employee Name	Employee who submitted the expense
Client Name	Client or customer linked to the expense
Created Date	Date the expense was created
Total Amount	Total amount claimed
Status	Shows "Pending" for items awaiting approval
Action	Icon to view details or approve/reject the expense

b. Approved Expenses

The Approved Expenses tab shows expenses that have been approved. Here you can Update Payment Status (e.g. mark as PAID), filter by Select Payment Status, Select Employee, and Select customer. The table includes payment details such as Paid Date, Payment Mode, Final Payable Amount, and HR/Emp remarks.

HR Expense – Approved Expenses tab with payment status and table

Approved Expenses — update payment status, filters, and full expense/payment details.

Table columns in Approved Expenses:

Column	Description
S. No.	Serial number (with checkbox for bulk actions)
Expense ID	Unique identifier
Employee Name	Employee who submitted the expense
Client Name	Client linked to the expense
Created Date	Date created
Total Amount	Total claimed amount
Approved Amount	Amount approved by HR
Status	Shows "Approved"
Approved Date	Date the expense was approved
Payment Status	e.g. "Update Status" or "PAID" — use dropdown to update
Paid Date	Date payment was made (if paid)
Payment Mode	e.g. online, cash
Final Payable Amount	Amount to be paid
HR Remark	Remarks added by HR
Emp Remark	Employee’s remark (e.g. purpose of expense)
Action	Icon to view or edit expense details

c. Rejected Expenses

The Rejected Expenses tab lists expenses that have been rejected. You can filter by Select Employee and Select customer. The green icon can be used to export the list. The table shows Expense ID, Employee Name, Client Name, Created Date, Total Amount, Status (Rejected), Rejected Date, Remark, and Action.

HR Expense – Rejected Expenses tab with table

Rejected Expenses — list of rejected expenses with filters and table structure.

Table columns in Rejected Expenses:

Column	Description
S. No.	Serial number
Expense ID	Unique identifier
Employee Name	Employee who submitted the expense
Client Name	Client linked to the expense
Created Date	Date created
Total Amount	Total claimed amount
Status	Shows "Rejected"
Rejected Date	Date the expense was rejected
Remark	Reason or remark for rejection
Action	Icon to view expense details