5.My Expenses

• Expense means helps to track employee spending by category and verify purchases for authorized business purposes
  
  

  Dashboard

  Steps:
• Click on My Profile Icon
• After that, show a menu with drop-down options, and select My Expenses
• My Expenses will be shown as below:
  
  
  
  
  

  5.1.Mine tab:

• The employee enters the official expenses in the Mine tab, which updates the record in HR's expense report.
• However, the employee can view the expenses in his own profile.
  
  

  5.1.1.Add Expense

  Steps
• Go to the My Expenses
• Then Click on Add Expenses.
  
  
  
  
  
• Add Expenses Form will be shown.
  
  
  
  
  
• Enter all required details.
  1.Expenses Subject: Simply mention the subject of expenses.
  2.Application To: Select Application To using dropdown.
  3.Amount: Select Amount
  4.Expenses Category: Select Category using dropdown.
  5.Amount Nature: Select Amount Nature using dropdown.
  6.Start Date: Enter the Start Date.
  7.End Date: Enter the End date.
  8.Expense Reason: Enter the Reason.
  9.Attachment: Attach the Expense regards document
• After filling all the mandatory fields click on the Submit button. On click of submit, reports will be added successfully.
  
  
• Added Expenses is displayed in Reports as shown in the below image.
  
  
  
  
  
• On click of the View icon, users can view Expenses
  
  

  5.2.History Tab

• History tab gives the view of Reimbursed/Rejected Expenses Records that are already existing.
  Steps
• Click on My Profile Icon
• After that, show a menu with drop-down options, and select My Expenses
• Then go to the History Tab
  
  
  
  
  
• On click of the View icon, users can view applications.