Create Expense Payments Cheat Sheet

How to Add Expense Payments in Workforce Management Application through Create New or Android/iOS App

Goal 1: Add an Expense Payment on the Dashboard

Managers and Team Lead can log payments made against approved claims by selecting the claim and entering payment details like amount, mode, and date directly from the dashboard.

1. Go to: Dashboard > Workforce Management > Expense Payments

2. Important Fields: Payment Type, Payment Date, Claim Number, Workforce Code, Cash Bank Code, Payment Method, Paid Amount, Update Status (set as Done for full settlement or Progress for partial), and Data Status.

   

   
   

Goal 2: Update an Expense Payment on the Mobile App