Expense type & Requests 

Expense Types & Requests simplify the process of managing employee expenses. Admins can create various types of expenses (e.g., travel, meals,). Employees can then submit expense requests by selecting the appropriate type and providing details, which Admins can then review and approve. 

STEPS FOR CREATION OF EXPENSE TYPE  #

1. Go to Open Core HR panel, under “Settings & Admin”> Select “Masters” option. 

2. Select “Expense Types”. 

3. Click “Add New” option in the top right corner. 

4. Enter the following details: 

• Enter the name of the expense type 

• Enter unique code 

• Add description 

• Enable or disable the Proof required option. 

5. Then Click the “Create” button. 

6. The Expense type added successfully. 

STEPS TO REQUEST EXPENSE  #

1. Login to Employee app, Click “Expense Request” section 

2. Select “Create” option in the down right corner. 

3. Enter the following details: 

• Select the date  

• Choose expense type 

• Enter amount 

• Add remark 

• Upload an image 

4. Then Click the “Submit” button. 

5. The expense requested successfully 

STEPS FOR STATUS APPROVAL  #

1. Go to Open Core HR panel, under “Requests”> Select “Expense Requests” option. 

2. Under Action, click the “Eye Icon”. 

• Choose the status (Approve, Reject, Cancel) 

• Enter approved amount 

• Add Admin remarks 

3. Then Click the “Submit” button.