Expense Dashboard

Single place to view and manage the expense claims

1) Different types of expense claims. 2) Master list of expense limits. 3) List of reports.

Telephone Expense Claim

Request form to request for expense claim

1) Employee details. 2) Telephone Expense claim details. 3) Approver details. 4) Direct Printouts

Conveyance Expense Claim

Request form to request for expense claim

1) Employee details. 2) Conveyance Expense claim details. 3) Approver details. 4) Direct Printouts

Medical Expense Claim

Request form to request for expense claim

1) Employee details. 2) Medical Expense claim details. 3) Approver details. 4) Direct Printouts

Entertainment Expense Claim

Request form to request for expense claim

1) Employee details. 2) Entertainment Expense claim details. 3) Approver details. 4) Direct Printouts

Car Expense Claim

Request form to request for expense claim

1) Employee details. 2) Car Expense claim details. 3) Approver details. 4) Direct Printouts

LTA Expense Claim Request

Request form to request for expense claim

1) Employee details. 2) LTA Expense claim details. 3) Direct Printouts

Medical Expense Dashboard

Single place to view and manage the medical expense claims. Other expense dashboards are similar.

1) Snapshot of all expense claims with icons to drill-down and view details. 2) Configurable ways to look at the claims. 3) List of reports and charts.

Expense Eligibility Matrix

Employee expense limit master

1) Input data for expense limit of employee.

Approval Workflow

Customizable workflow process for expense claim approvals

1) Customizable workflow process for expense claim approval 2) Business rules can be set to route the approval based on Corporate policies

Employee Profile

Ability to create the employee profile

1) Employee profile mapped to organization structure.

Role Hierarchy

Organizational structure with role hierarchy is used for routing expense claims to the the right person.

1) Role hierarchy of employees

E-mail Alert Template

Template for sending e-mail alerts. Emails can be sent to requestors and approvers.

1) Template message body for e-mail.

Expense Search Facility

Easy search and filter option to quickly narrow down to the required claim request

1) Search and filter based on key claim elements.

Designation wise Expense Report

Customizable graphical reports generated from the system

Department wise Expense Report

Configurable graphical reports generated from the system

Detailed Expense Report

Summarized employee expense report