Overview: The Expense Management page provides a concise view of financial transactions, allowing admins to review, approve, or reject expense submissions efficiently. It simplifies the oversight of business expenditures and ensures transparency in budget management.
Effortlessly locate and review expense records by entering the user's name.
This streamlined search feature offers quick access to individual expense details, facilitating efficient tracking and management.
2. Expense Status Counters:
Four counters labeled "Total Expense Requests Logged ”, " Pending Approvals," " Approved Requests," and " Rejected Requests" are positioned at the top of the page.
Each counter displays a cumulative count of expenses in the corresponding status.
3. Search Filter and Date Filter:
Situated in the right corner of the page, enabling managers to apply additional filters to the expense data.
The search filter allows filtering by employee name, while the date filter permits narrowing down records to a specific date range.
Combined with the global search, these filters provide comprehensive control over expense data retrieval.
4. Expense Records Table:
Occupies the central area of the page, displaying detailed expense records for all employees or filtered results based on the selected expense status filter.
Each record includes columns for Date, Employee Name, Approval Status, Amount, Category, Receipt, and Others.
Provides comprehensive insights into individual employee expense patterns.
5. Detailed Expense Information:
Upon selecting an individual record in the table, it expands to reveal more detailed information, including expense description, supporting documentation, and any relevant notes or comments.
Enables managers to thoroughly examine individual expense cases.
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