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On this page
  • 1. How to Delete the Lock Date of Expense Request?
  • 2. How Can We Fix or Lock the Date for Employee Expense Requests, so that They are Unable to Submit Expenses After a Specific Date Each Month?

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  1. ❓FAQ's
  2. ☁️Cloud Portal
  3. ⚙️ESS Settings

🔵Expense

PreviousHelpdeskNextTips & Tricks

Last updated 1 day ago

Was this helpful?

1. How to Delete the Lock Date of Expense Request?

Path: Cloud login > ESS settings > Expense > Expense Lock >Click the Delete button beside the locked date >Ok> After deletion, refresh the page to update the changes.

Step 1: Login to cloud portal, go to ‘ESS Settings’ menu, select ‘Expense’ tab and click on ‘Expense Lock’.

Step 2: Select the ‘Delete Icon’ on the right side of the ‘Expense Type’ for which you want to delete the lock date, and click on ‘Ok’. Refresh the page after saving to view the updated page.

Note: The entire entry may disappear after deleting the date, but after refreshing the page, it shows the expense type with the deleted date removed.

Link:https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Expense&submodule=ExpenseLock

For any queries, contact support@pockethrms.com

2. How Can We Fix or Lock the Date for Employee Expense Requests, so that They are Unable to Submit Expenses After a Specific Date Each Month?

Please note that the expense date can only be locked for a specific date within a particular month by selecting it from the calendar. This setting does not apply as a repeating lock date for all months.

Path: Cloud login > ESS settings > Expense > Expense Lock > (Date can be locked as per business unit set) > Beside the ‘Expense Type’ you can select the date from calendar which you want to lock > save

Step 1: Login to cloud portal, go to ‘ESS Settings’ menu, select ‘Expense’ tab and click on ‘Expense Lock’.

Step 2: Click on ‘Calendar icon’ on the right side of the ‘Expense Type’, set the date which you want to lock and Select ‘save’.

You can delete the lock date once you want to unlock the expense request Link: Delete Date of Expense Request:

Linkhttps://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Expense&submodule=ExpenseLock

For any queries, contact support@pockethrms.com