Expense Approval Request, Change Approver

Expense Approval Request feature enables you to approve or reject a claim on Accounts level. Accounts Executives are assigned to review and approve the claim request accordingly.

Prerequisites:

1. You have your Deskera eClaims application URL in place.

2. You are the administrator of the eClaims application.

3. Ensure good internet connectivity.

Expense Approval Request

Step 1: Go to Master Configuration under Administration widget in eClaims.Fig 4.5.2.1.1 eClaims Dashboard

Step 2: Under Master Configuration tab, click on Map expense type to General Ledger Account.Fig 4.5.2.1.2 Master Configuration

Step 3: Map the Expense Type to respective Expense Account and Liability Account. Click on Save.Fig 4.5.2.1.3 Master Configuration

Step 4: Go to View Expense Approval Request under Accounts Executive widget in eClaims.Fig 4.5.2.1.4 eClaims Dashboard

Step 5: Select the claim which you want to review and approve. Click on Approve Selected Claims.Fig 4.5.2.1.5 Approve Claims

Step 6: Fill in the payment details like Method Name, Payment Date and Cheque No. and then click on Make Payment.Fig 4.5.2.1.6 Approve Claims

The claim will be approved by the accounts and will be reflected in the payroll of the user.Fig 4.5.2.1.7 Approve Claims

Change Approver

Step 1: Go to View Expense Approval Request under Accounts Executive widget in eClaims.Fig 4.5.2.1.8 eClaims Dashboard

Step 2: Select the claim for which you want to change the approver and click on Change Approver.Fig 4.5.2.1.9 Change Approver

Step 3: Select the Approver and click on Apply. The approver will be changed and the selected claim will be assigned to the new approver.Fig 4.5.2.1.10 Change Approver