✈️Travel

This is a guide for Finance Department, on various Approval functions of the Travel Module.

How to Approve a Travel Request as a Finance Personnel?

As a person responsible for financial approval, you can review manager-approved travel entries to process and release the requested travel advance or reimbursement amount to the employee.

Path: ESS Portal → Travel → Finance Approval

Step 1: Navigate to the Finance Approval Screen

Click on the Travel menu from the left side of the screen and select the Finance Approval option. You will be directed to a screen where all the entries that are approved by the managers will be visible to you.

Step 2: Filter and Access the Request

You can use the Date Range or Select Employee fields and click Search to find specific requests.

To review a request, click on the View Details button under the Action column, where you can see the amount approved by the managers. You can also click Manager Remarks to view the previous approver's notes.

Step 3: Review the Travel and Expense Schedules

Upon opening the details, verify the granular data submitted for the trip. You can scroll through the Travel Schedule, Accommodation Schedule, and Miscellaneous Expenses to ensure all financial limits and policies are respected.

Step 4: Add Remarks and Finalize the Approval

Scroll to the bottom of the page to the Other Details section to view the Total Travel Advance.

Here you can add your comments in the Finance Advance Remark box.

Finally, click the Approve button to approve the request and release the reimbursement amount to the employee,

or click Reject if the claim cannot be processed.

Path Link: https://ess.pockethrms.com/Travel/Transaction/TravelFinanceApproval?Menu=TravelAdvanceFinanceApproval

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