💵Expense

This page provides step-by-step answers to the FAQs related to the ESS Portal and Admin Portal.

Pre-requisites

✔ ESS Portal

Note - Kindly contact your Admin/HR for rights if you are not able to perform the steps below.

How to raise an expense claim request as an employee?

Log into the ESS portal and click on the ‘Expense’ menu followed by the ‘Request’ submenu.

Under the ‘Claim Entry’ tab click on the ‘+ Add’ button towards the upper right corner of the screen.

Select the ‘Expense Date’ and click on the ‘+’ icon under the calendar icon.

An ‘Expense’ pop-up will open where you get the following fields.

Start with selecting the ‘Expense Type’ from the drop-down and enter the ‘Expense Amount’. Next enter the ‘To Date’ and ‘From Date’ during which you incurred the expenses. You also need to add the ‘Remark’ while applying for the job.

In addition to that you can also add ‘Mode’, ‘Purpose’ and ‘Upload File’ with your claim request and click on the ‘Add’ button.

Once you click on the ‘Add’ button, it will take you back to the ‘Claim Entry’ page, which generates the Transaction No.’ and auto fetch all the data from the pop-up window. Here you can add your ‘Remark’ along with the ‘Vendor Name’ and ‘Invoice Number’ and click on the ‘Submit’ button.

Once you submit the expense claim the concerned manager will be notified about the same.

How to download expense reports?

Pocket HRMS allows you to download expense reports easily

Log in to the ESS portal, click on the ‘Expense’ menu and then the ‘My Expense Report’ sub-menu.

Under the ‘My Claim Report’ tab, select ‘Status’ from the dropdown, select the ‘Date Range’ then ‘Search’ the report and click on the ‘Download Excel’ button.

How to save a ‘Trip’?

Log into your ESS portal, from the ‘Expense’ menu on the left-hand side of the screen click on the ‘My Trip’ sub-menu.

Click on the screen to add a new trip. Add ‘Mode’, ‘Purpose’ and ‘Remark’. You also need to add a location for the start point of your trip and also ‘Upload Image’ proof. You can use your camera or upload a photo from your gallery and click on the ‘Save’ button.

Once you complete your trip, go to ‘My Trips’ and click on the ‘End Trip’. You need to enter details such as ‘Mode’, ‘Purpose’, ‘Remark’ and ‘Upload Image’. The system will fetch your location and you simply need to click on the ‘End’ button.

Once you click on the ‘End’ button you will get a pop-up.

  • You can click on the ‘Submit Claim’ to directly submit your claim entry

· Click on the ‘Cancel’ button if you want to discard the entry

· If you click on the ‘Save’ button you can find this trip in the ‘Saved Trips’ tab under the ‘My Trips’.

For any queries, contact support@pockethrms.com

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