Employees have to submit expense claims to get reimbursed for the expenses they have incurred on the job. These expense claims are governed by the various expense policies and should fall under the expense categories you have defined in your organization and the Keka HR Portal.Employees can submit various expense claims at once directly from the portal.
For Employees to claim expenses, navigate to Me (1) from the left navigation pane. Select the Expense & Travel (2) tab. Make sure you're on the Pending Expenses (3) tab and then click on +Add an Expense.
Enter the necessary details in the fields on the Add/Update Expenses page. Select the Expense Category and the Project/Cost Center from the drop-down list which will contain the details of all the expense categories and cost centers configured in your Keka HR Portal.
Also add an expense title, the date the expense was incurred, and the currency and amount. Depending on the expense category, you may have to enter additional details such as distance. You will also have to upload a receipt to support your expense claim. Click on the Upload Receipts button to upload the bill or receipt.
Once you have added the details and uploaded the receipt, click on Update Expense. You can update more than one expense under the same claim by clicking the Update and Add Another button.
Once you've added all the expenses, click on Submit Claim.
In the Expense Claim Filing/Advance Settlement window, enter a Claim Title and Description (Optional). Click Submit to submit the expense claim for approval and payout depending on the expense policy assigned to you.
This is how you can claim expenses incurred by you as a part of your job. More questions? Talk to the Keka Portal admin for your organization or talk to our product experts today.
After reading this article you might also be interested in How can an admin claim expense on behalf of employees?
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article