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Expense Claim

The economic costs that a business incurs through its operations to earn revenue is known as Expense Claims

It is money spent for business/official purposes and promotional activities that should be paid back to the employee post the expense is incurred

Usually the amount is paid back by the company, based on the actual bills

Expense claims are approved only after submission of bills and based on the actual expenses.

Ex: Air fare, Accommodation, Food bills

Follow the steps to define the Expense claim master and expense claim screen.

1. Create Expense claim master as shown below.

HR forms>>Masters>>Expense claims

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Monthly input to be mapped to the expense so as to get the claim amount against the monthly input component.

In the above screen, monthly input “Meals” is mapped to food bills.

2. Once master is defined, employee can claim for expense amount.

Now enter the value that is spent for food

HR forms>>Expense claim

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On saving the above document, the amount will be mapped to the monthly input variable. Once post full attendance is saved, the amount will automatically displayed against the monthly input in the employee payslip.

Below is the employee payroll preview for Dec month.

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From the preview, the mapped earning component can be viewed with the amount added to it.

Other Allowance monthly input value is added with the claim amount.

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