Managing Expenses
This guide walks you through the Expenses module in Blank HR, covering how to submit an expense claim, request a cash advance, and create a travel request.Prerequisites
- At least one employee exists in the system
- At least one expense type has been configured by your administrator
1
Open the Expenses dashboard
Navigate to Dashboard > Expenses. The Expenses overview page will load, giving you access to all expense-related actions.
2
Open the new expense claim form
Go to Expenses > Claims and click New, or navigate directly to the new claim form. The expense claim form will open.
3
Select an employee
Click the Employee dropdown and select the employee for whom you are submitting the claim. The dropdown will display all available employees.
If no employees appear in the dropdown, ask your administrator to ensure employee records have been created in the system.
4
Select an expense type
Click the Expense Type dropdown and select the appropriate category for this expense (for example, Travel, Meals, or Office Supplies).
5
Enter the expense amount
In the Amount field, enter the value of the expense. For example, enter
150.6
Submit the expense claim
Click the Submit button to save and submit the claim for approval.
7
Request a cash advance (optional)
If an employee needs funds before incurring expenses, navigate to Expenses > Advances and click New. Fill in the required details on the advance request form and submit.
8
Create a travel request (optional)
For upcoming business travel, navigate to Expenses > Travel and click New. Complete the travel request form with the relevant trip details and submit for approval.
Travel requests should be submitted and approved before the trip takes place. Check with your administrator for your organisation’s travel approval policy.