Raise an Expense Claim Cheat Sheet
- Yash Sawant
- May 19
- 1 min read
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.
Go to: Dashboard > Workforce Management > Expense Claims
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
