In the "Finances" tab of the Keka app, employees can manage their salary and expenses with ease. The Salary module provides detailed information on payslips, tax deductions, and salary structure. The Expense module allows users to submit expense claims, track reimbursements, and view approval statuses. Let’s look into each now.
TABLE OF CONTENTS
- Salary
- My pay
- Manage Tax
- Expenses
- Add/Claim Expenses
- Pending
- Past claims
Salary
My pay
This section in the Keka app provides a comprehensive view of your salary, annual breakup, and compensation growth, with a timeline to track your progress.
In the View My Financial Information tab, users can access their payment information, including bank details, Statutory information like tax deductions and provident fund contributions, and identity information for verification purposes.
To view your payslip click on the view payslip button. Keka also allows you to secure your financial info - toggle the "Protect Sensitive Salary Data" button for added security.
Manage tax
The "Manage Tax" tab in the Keka app lets you easily view and manage all your tax-related details. You can declare investments, and deductions to reduce your taxable income. The app automatically calculates your projected tax based on your declarations. You can also upload documents, track approvals, and stay updated on your tax information, all in one place.
Expenses
Add/Claim Expenses
To add or claim expenses and request advances, navigate to the "Add/Claim Expenses" tab and click on the +Add Expense or Create New Expense button.
You’ll then have the option to choose between Expense or Advance Request. If you select Expense, a list of expense categories will appear for you to choose from. After selecting the appropriate category, fill in the required details. Once completed, you can either Claim Now to submit the expense for approval or Save the Expense to submit it later.
If you choose the Advance Request option, you'll need to specify the purpose of the request and include a note for further clarification. Additionally, you have the option to add details for a travel ticket, or accommodation, or request a cash advance. This feature helps in efficiently managing any upcoming expenses by securing the necessary approvals in advance.
Pending
In this section, you can view all expenses and payments that are currently awaiting approval.
Past claim
In this section, you can view all claims which have been settled or rejected.
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