Expense Management

Overview

Open HRMS → Expense Management to manage expense policies, track employee claims, monitor policy violations, and generate reports.

Expense Policies

+ Add Policy to set spending limits per category, grade, and department. Policies control how much employees can claim for each expense type.

Claims Overview

Shows all claims with policy info. Summary cards: Total Claims, Total Amount, Pending, Approved, Violations. Each claim card shows claim number, status (Approved/Rejected/Pending/Cancelled), employee name, expense category, amount, and bill number.

Violations

Policy Violations — shows claims that exceed the configured policy limits. When all claims are within limits, it shows "No policy violations found."

Expense Reports

Select From Date and To Date, click Generate Report to view expense analytics for the selected period. Download icon to export.

How Expense Management Works

1. Admin creates Expense Policies with spending limits per category, grade, and department.
2. Employees raise claims through the Claims module (under Loans & Claims) with bill details and category.
3. Claims flow through the approval workflow. Approved claims appear in Claims Overview.
4. If any claim exceeds policy limits, it appears in Violations for admin review.
5. Admin generates Expense Reports for a date range to analyze spending patterns and totals.