Expenses Claim

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Employee Expenses

The Employee Expenses Form:

Creating An Expense Claim

  1. After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.
  2. Select the Employee folder.
  3. Select the desired employee.
  4. Select the Expenses Claim sub-folder from the left side menu.
  5. Select the [Add New Record] button.
  6. Fill in the fields. Date: Type: Amount: Description.
  7. If you would like to add another Expense, click "Add New Line" on the bottom right of the form.
  8. Select the Submit or Update button.

Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.

Expense Fields Explained

Field Name Description
Date The date of the Expense
Type The Expense type that is being claimed. If you want to update or add to the options available in this Drop-Down option, please do so in the Code Library
Amount Dollar Amount of the Expense
Description Type in details about the Expense
Total Total Expense Claim
Submitted Date Date the Expense was Submitted for Authorisation
Status Whether the status is "Request", "Rejected", "Authorised", "Cancelled".

Note: If you are using the Expense Form to submit Authorisation to Managers (Employee to Manager), please activate the relevant Workflow/s. Speak to your Account Manager about this.

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