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🛄Claim entry
Claim Entry
How to Make Claim Entry from Pocket HRMS 2.0 Mobile Application?
Path: Login to mobile app of Pocket HRMS 2.0 > click on 3 horizontal lines > Expense > Request > Fill in details (such as, Expense date, remarks, vendor name, invoice number) > Add expense > plus sign > fill in details > click on add expense
Step 1: Log in to the Pocket HRMS 2.0 mobile app.
Step 2: Tap on the three horizontal lines (hamburger menu) located at the top left corner of the screen.
Step 3: Select the ‘Expense’ module from the menu and tap on ‘Request’.
Step 4: Accurately fill in the required expense details, which typically include:
Expense date: The date the expense was incurred.
Remarks: A brief description or business purpose for the expense.
Vendor name: The name of the merchant or service provider.
Invoice number: The receipt or invoice number associated with the purchase.
Step 5: Tap ‘Add Expense’ to add expense type a and amount.
Step 6:Click on the ‘Plus Sign’.
**Step 7:**Fill in all the details accurately such as:
Expense type or Trips
Expense type: business, miscellaneous etc
Expense amount
From date-to Date
Remarks
Purpose
Select area office
Documents
CRM ID
Project name
Location
Document upload
Select level: Your employment level as per designation
Attachment or proof of expenses such as receipts, etc.
