How can an admin claim expense on behalf of the employee?

In Keka, admins and managers can submit expense claims on behalf of employees. This helps when employees are unavailable or when claims need to be managed centrally.

Steps to Submit a Claim

1. Use the Global Search Bar to find the employee.

2. Open the employee’s profile and go to the Expenses section.

3. In the Pending Expenses tab, click Add Expense.

4. On the Update Expense screen:

   • Select the Expense Category and Project/Cost Center.

   • Enter the Title, Date, Currency, and Amount.

   • Upload the receipt using the Upload Receipt link.

5. Click Update Expense to save.

6. Click Submit Claim to send it for approval.

Tip: Always attach valid receipts and complete all required fields before submitting.