Expense Reimbursement FAQs

  • Expense Reimbursement FAQ
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  • 1. How to request for new expense using this application ?
     

    In our application you have the ability to apply various expenses.

    1) First go to Home page, select the New button and from drop-down select the expense type you used.

    2) Once the pop-up opens, you can select which expense type you have utilized, amount spent, project name, etc.

    3) Once done filling all details, click on submit button.

  • 2. Where can I attach the documents related to bills of my expenses used ?
     

    In our application you have the ability to attach the documents of your expenses.

    1) First go to Home page, select the New button and from drop-down select the expense type you used.

    2) Once the pop-up opens, you can fill in all the details and finally select the upload icon where you can attach your documents.

     

  • 3. Can i apply for multiple expenses in a single form ?
     

    Yes. You can even add multiple expenses in a single form. Once you define one more expense, it would be automatically calculating the total amount of the expenses.

     

  • 4. Is there a provision to add additional approvers into this application ?
     

    Yes. You can add additional approvers in case your manager is on leave.

  • 5. Where can I check the status of my expenses ?
     

    You can check the status of expenses in Home page in different tabs of draft, process, approved and rejected also.

  • 6. How can I assign user roles using our application ?
     

    1) Go to System Settings, then from dropdown list select Assign User Roles.

    2) Once the pop-up opens, select the user for whom you want to assign user role, and click on Edit User Roles.

    3) Select the user roles and click on update button.

  • 7. How to add a new expense category ?
     

    1) Go to System Settings, then from drop-down list select Expense Category.

    2) Once the pop-up opens, select the user for whom you want to assign user role, and click on Edit User Roles.

    3) Select the user roles and click on update button.

  • 8. Can I specify rate per km for each expense categories ?
     

    1) Go to System Settings, then from drop-down list select Local Conveyance Rate.

    2) Once the pop-up opens, click on New button.

    3) Fill the category name, Kilometer and Rate per kilometer and click on submit.

  • 9. Can I change the currency format in this application ?
     

    Yes. You can change the currency format as per your country.

    1) First, go to System Settings, select General from the drop-down.

    2) Once the pop-up opens, select the currency of your country and select the save button.

     

  • 10. How to update the brand logo in this application ?
     

    1) First go to System Settings, select General from the drop-down.

    2) Once the pop-up opens, in Brand logo column click on upload logo and upload it and click on save logo.

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