My Expense in CA Cloud Desk

Submit, track, and manage your expense claims from the HRMS My Expense screen. View Pending, Approved, and Rejected expenses and add new expenses with client, amount, bill, and billable option.

Path

Dashboard → HRMS → My Expense

Step 1: Go to dashboard, select HRMS, then My Expense

From the CA Cloud Desk dashboard, open the left navigation and click HRMS. On the HRMS screen, click the MY EXPENSE card to open the expense management screen.

Dashboard with HRMS selected and My Expense card highlighted

Dashboard — select HRMS, then My Expense.

Step 2: My Expense tabs and expense list

On the My Expense screen you will see three tabs:

Pending Expenses — Expenses awaiting approval
Approved Expenses — Expenses that have been approved
Rejected Expenses — Expenses that were rejected

The expense list shows the following columns for each entry:

Column	Description
S. No.	Serial number
Created Date	Date the expense was created
Customer Name	Client or customer linked to the expense
Expense ID	Unique identifier for the expense
Expense Type	Category of the expense
Total Amount	Amount claimed
Employee Name	Employee who submitted the expense
Attachments	Uploaded bills or documents
Status	Pending, Approved, or Rejected
Action	Actions available for the row

My Expense screen with Pending, Approved, Rejected tabs and expense table

My Expense — tabs and expense list with Add Expense (+) button.

Step 3: Add Expense — click + icon, fill details, then submit

Click the + (Add Expense) icon to open the Add Expense form. Fill in the following:

Add Expense form fields

Client* — Select the client from the dropdown (required).
Expense Type* — Choose the expense type (required).
Amount* — Enter the expense amount (required).
Date* — Select the date of the expense (required).
Bill — Upload a bill or receipt if you have one (Click to Upload).
Remark — Enter any remarks or notes.
Billable — Check the box if the expense is billable to the client; leave unchecked if not.

After filling all required fields (marked with *), click Submit to submit the expense for approval.