1.3 Features of Expense - Expense Claim Application, Withdrawal & Cancellation

1.3 Features of Expense - Expense Claim Application, Withdrawal & Cancellation

This is the help file to guide users on how to apply for Expense Claim Application, Withdrawal & Cancellation.

Expense Application

for Step 1 ,2 & 3:

For Admin User, the page will be located in Expense -> General -> Expense Claim Application



For ESS. the page will be located in Employee -> Expense Claim -> Expense Claim Application



To perform Expense Claim Application, you may follow the steps below:

Step 4: Insert the Expense Claim Description for the application. It is advisable to key in UNIQUE description for each expense claim application.

Step 5: Click on 'plus'  button to insert the items that you would like to submit for claim. A screen will pop out to key in some details.



 

Step 6: Select the claim date using the Calendar button

Step 7: Select the claim item from the drop down list. Insert the amount for this claim item. Insert the information required for the claim item (Note: Layout may differ with other claim item)

Step 8: Click 'Recalculate' to check on the details entered.

Step 9: Click 'Save' once you have confirmed the information for the claim item is correct for submission

Note: If you have more than one item to be submitted, repeat Step 4 - Step 9

Step 10: Once you have keyed in all the expense items, you may click on 'Submit' to submit the expense claim application. 




Expense Withdrawal

For Admin User, the page will be located in Expense -> General -> Expense Claim Application

For ESS. the page will be located in Employee -> Expense Claim -> Expense Claim Application


To perform Expense Claim Withdrawal, you may follow the steps below:

Step 1: Select any in process Expense Claim Application from the Claim Application History

Step 2: Select the items that you would like to withdraw

Step 3: Click on 'Withdraw' button to withdraw ticked items

Note: If you would like to withdraw the whole expense claim application, you may tick on 'Withdraw All'

 

Expense Cancellation

For Admin User, the page will be located in  Expense -> General -> Expense Claim Cancellation

For ESS. the page will be located in Employee -> Expense Claim -> Expense Claim Cancellation


To perform Expense Claim Cancellation, you may follow the steps below:

Step 1: Select the Expense Application that you want to cancel from the drop down list

Step 2:  Select which expense items that you want to cancel

Step 3:  Click on 'Cancel Expenses' to submit for Expense Claim Cancellation      





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