Expense Reports Module

= Introduction This module allows the employees to manage their expense reports all by themselves.

Installation

An expense report is considered as a form, which is used for tracking business expenses. Expense reports are more likely to be completed by the employees, explain their business related expenses in order to ask the company for reimbursement. Tactic also provides an opportunity to the employees of creating their expense reports from scratch. There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup –> Module. The users then need to click on Activate. The modules will be activated after completing this step.

Creation of expense report

Creation of an expense report need to be done by choosing HRM module from the tabs. Then the option referring to new need to be chosen. The users need to fill up all the required information.

Modifying expense report

For modification of a leave, the users need to go to the List section for viewing the expense reports. The users then need to click on the modify option to modify the report accordingly.

Approve or deny expense reports

To approve or deny a leave the users need to go to the leave card. However, user requires permission Approve/Deny report to be able to approve or deny an expense request or report.

Deleting an expense report

Clicking on the Delete option after going to the leave card is enough to delete the report.