Expense

• Introduction
• Create Expense
• Update Expense
• View Expense
• Submit Expense
• Retract Expense
• Approve Expense

Introduction

Following chapter describes expense-related feature

Any expense goes through life cycle illustrated in following flow-chart.  Blue text denotes action; black text denote status

 

Click "Expense" under Employee menu to access dashboard

Following is a sample of expense dashboard

The chapter describes features available within the dashboard.

 

 

Create Expense

Click "New expense" on upper right corner of expense table

When expense modal appears, enter all information and click "Create" button.

Click "+ Add line" if needed

 

 

Update Expense

Click "Update" button on the right of expense

If no "Update" button, the expense can not be updated.

when expense modal appears, update expense data and click "Update" button

Click "+ Add line" if needed

 

View Expense

Click "View" button on the right of expense

Expense modal appears

 

Submit Expense

Click "Submit" button on the right of expense

If no "Submit" button, the expense can not be submitted.

When expense modal appears, click "Submit" button to confirm submission

 

Retract Expense

Click "Retract" button on the right of expense

If no "Retract" button, the expense can not be retracted.

When expense modal appears, click "Retract" button to confirm retraction

 

Approve Expense

Click "Approve" button on the right of expense

When expense modal appears, click "Approve" or "Disapprove" button to confirm