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🔹Approval
1. How to decline/reject/ revoke an approved expense as a manager?
To decline an approved expense as a manager, you need to follow the path below:
Path: ESS manager Login > Expense > Approval > Manager approval > Fill in details (Select the ‘Month’ and the ‘Year’ in the respective fields) > Search > Details button > In the ‘Expense Details’ pop-up, select the radio button in the ‘Reject’ column for the respective expense > Enter your comment in the ‘Manager Note/Reject Reason’ field and the ‘Manager Remark’ field > Save > Ok.
Step 1: Log into the ESS portal, go to the ‘Expense’ menu and select ‘Approval’ submenu’.
Step 2: Click the ‘Manager Approval’ tab, select the Month and Year, and click ‘Search’.
Step 3: Find the expense you want to reject, click the ‘Details’ button, and in the pop-up, select the ‘Reject’ radio button for that entry.
Step 4: Add your reason in the ‘Manager Note/Reject Reason’ and ‘Manager Remark’ fields, click ‘Save’ and select ‘Ok’ button to confirm your action.
2. Can we approve the pending expense claim entries from admin id?
No, the expense claims can be approved from the manager's ESS Portal only, Admin cannot approve the claims, this can be done with the path below:
Path: Login to Manager's ESS portal > Expense > Approval > Manager Approval > Search for the employee Name > Accept > Add remark > Save.
Step 1: Login to manager’s ESS portal, go to ‘Expense’ menu and select ‘Approval’ sub-menu.
Step 2: Then select ‘Manager Approval’ tab, Search for the ‘Employee Name’ in the ‘Search’ field, click on ‘Accept’ radio button, Add the ‘Remarks’ and click on ‘Save’.
