Raise an Expense Claim Cheat Sheet

How to Add an Expense Claim in Workforce Management Application through Create New, Bulk Upload

Goal 1: Add an Expense Claim on the Dashboard

The Manager reviews reported expenses and generate an expense claim from the dashboard for approval and payment.

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

2. Important Fields: Reporting Date (date when the expense was originally reported), Workforce (employee for whom the claim is being created), Claim Raised On (date the claim is generated), Due Date (used to trigger overdue alerts), Claimed Amount (final amount being claimed), Team and Data Status.

   

   
   

Goal 2: Add Expense Claims Through Bulk Upload on the Dashboard

The Manager can Bulk Upload Expense Claims using the Upload Data (Bulk Upload) button on the Fieldmobi Dashboard under the Expense Claims module💻

Add Claims details as per the downloaded template

Save the Excel file in CSV Format and Upload the file