How can employees raise expense claims?

Submitting an expense claim can be a challenging task for employees, and for employers, reviewing and taking action can be a hurdle. Keka's Expense Claim feature simplifies this entire process. Employees can now effortlessly submit their expenses, as all the policies and requirements are predefined by the employers. Let us understand how to raise an expense claim in detail.

To raise a request for expense claim click on Me(1) and navigate to Expense & Travel(2). Click on Pending Expenses(3), under this tab you will find an option of Add an Expense(4) click on it.

Now you will redirected to the Add Expense Screen, where you need to provide the Category, Project/ Cost Center, Expense Title, Date of the Expense, Amount, and Currency. Additionally, you might also see some other attributes based on the expense category, for example if you are claiming an expense for Travel Allowance you might find an attribute of distance.

Click on the Upload Receipt hyperlink to add expense related bill as proof. If you wish to submit the claim click on Submit Claim, or you can click on Update and Add Another if you want to claim another expense. Also if you wish to save your expense for future claim, click on Update Expense.

You will now find a pop up displaying the details of your claim to verify. Click on Submit to raise an expense claim request.

You can now keep track of the expense claim raised, incase if the request is rejected you will be informed about it along with the reason.

Hope this article was helpful. Have more quaries? Contact our Product Experts right away!