💳Expense

1. How to download reimbursement bills or invoices or files that employee has submitted?

How to download documents uploaded with expense entries in the expense report?

Step 1: Log into the ESS portal, go to ‘Expense’ menu. Select ‘My Team Report’ or ‘HR Report’ (depending on your role).

Step 2: Enter the Date Range in the respective fields and click on the ‘Search’ button. The results will appear.

Step 3: In the ‘Bill’ column you can click on the ‘Download’ button and the respective bills submitted by employees will be downloaded.

Path: ESS portal>Expense>My Team Report/HR Report (depending on your role)>select Date range>Search>Bill-Download

Link: https://ess.pockethrms.com/Expense/Reports/HRReport?Menu=hrreport

For any queries, contact [e-mail]

2. How to check the status of financial approval done by manager?

Step 1: Log into the ESS portal with the admin credentials, go to the ‘Expense’ menu and click on the ‘HR Reports’ submenu.

Step 2: Go to the ‘HR Report’ tab select filter as ‘All’ (approved/Pending/Reject and more), select date range and other details from the respective fields and click on the ‘Search’ button.

Step 3: Under the ‘Status’ column you can view the status of various expense entries. Click on the ‘Download Excel’ button and the report will be downloaded accordingly.

Path: ESS Admin Login>Expense>HR Report>HR Report>select details>Search>check ‘Status’ column for respective entries>Download Excel

Link: https://ess.pockethrms.com/Expense/Reports/HRReport?Menu=hrreport

For any queries, contact [e-mail]

3. How to download expense report or expemse sheet?

Step 1: Log into the ESS portal, go to ‘Expense’ menu. Select ‘My Team Report’ or ‘HR Report’ (depending on your role).

Step 2: Select ‘Filter’ and the Date Range in the respective fields. Fill in the other details if required or keep it blank and click on the ‘Search’ button. The results will appear.

Step 3: Click on the ‘Download Excel’ button and the expense report of employees will be downloaded accordingly.

Path: ESS portal>Expense>My Team Report/HR Report (depending on your role)>select Filter, Date range>fill in other details if required>Search> Download Excel

Link: https://ess.pockethrms.com/Expense/Reports/HRReport?Menu=hrreport

For any queries, contact [e-mail]