Step 1: Access Imprest Expense
Navigate to the imprest expense section and click "view expense."
Step 2: Review Expense Details
Click on "Expense Details" to access comprehensive information about the expense.
Step 3: Action the Expense: Verify or Amend
You have two options:
Verify for Closure: Approve the expense for finalization.
Send for Amendment: Return the expense to the employee for necessary changes, providing a reason for the amendment.
Options for Verified Expenses:
If you choose to verify an expense, the available actions depend on the expense status:
For an open expense: You can close the expense without requiring payroll action.
For an overspent expense: You can select one of the following and confirm:
Reimburse the expense as a non-taxable allowance.
Reimburse the expense as a taxable allowance.
Close the expense without requiring payroll action.
For an Underspent expense you can: You can select one of the following and confirm:
Deduct from employee payroll
Close the expense without requiring payroll action.