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Expenses Module

How to Navigate the Expenses Module


​Employee Side:


1. Log in to your account
2. Navigate to Expenses. The Expenses screen will appear as below:

The tabs at the top allow the user to view the different statuses of the expense requests made by them.
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3. To add an expense, click on Add Expense. The screen will appear as below:
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Fill in the needed information as shown above and click on Save
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4. The screen will appear as below:


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To update or delete the expense, click on the vertical ellipsis on the last column/ the extreme right side of the screen.
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The status of the expense remains as not paid until the payment is made to the user.
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​ Admin side:
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1. Log into your account
2. Navigate to Expenses. The screen will appear as below. There is a provision to filter the countries/ entities and the receipt status of expenses.
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3. There is a provision to view different statuses of expenses that were requested, as shown above.
4. To action a requested expense, click on the vertical ellipsis corresponding to the request, at the far right of the screen as shown below:


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You can carry out the actions listed on the right. To Approve and Pay an Expense request, click on Approve and Pay
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5. Click on Approve to confirm your action:
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6. The screen below will appear, redirecting to the bulk payouts page:
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7. Confirm the amount is correct and click on Verify and Pay. The screen below will appear:
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8. Enter the OTP sent, and click on Verify Transaction. The amount will be sent to the recipient and deducted from the wallet.
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9. To issue an expense, click on Issue Expense:
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10. The screen below will appear. Fill in the required details as shown and click on Save:


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11. Expense is created successfully as shown below:


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12. To proceed with actioning the created expense, follow the same steps as from step 3.
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13. To view the Expense account details, click on Expense Account
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14. Screen will appear as below:


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15. To initiate an account recharge, click on Recharge. The screen will appear as below. Enter the amount and click on Recharge
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16. Screen will appear as below:


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17. To top up the expense wallet, click on Top Up as shown below:
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18. Select the mode of payment you intend to use to top up the wallet and enter the information required and click on Top Up:


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For the Bank Transfer option, the details required are as shown below:
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