Expenses Management

Streamline expense handling with Azumer’s Expenses Management feature. This tool empowers employees to claim expenses while providing admins with an efficient way to manage and track expense requests.

Key Features

  1. Claim Expenses:
    • Users can submit expense claims with detailed information, including:
      • Description of the expense.
      • Amount spent.
      • Upload receipts or other supporting documents.
  2. Live Status Tracking:
    • Once a claim is submitted, users can track its status in real time as it progresses through review stages.
    • Admins can update the status with labels like Pending, Under Review, or Approved, giving employees transparency into the process.
  3. Admin Controls:
    • Admins review submitted claims, verify supporting documents, and approve or decline requests directly within the system.
    • Each update is logged and visible to the user for clarity.
  4. Feature Activation:
    • The Expenses feature is optional and must be activated in the Features Section of the company settings page.
    • Ensures that only companies requiring this functionality have access to it.

Benefits

  • Transparency and Accountability: Real-time status updates keep employees informed, reducing follow-up inquiries.
  • Streamlined Process: Simplifies the expense management process for both employees and admins.
  • Secure Documentation: Uploaded receipts and documents are stored securely within the platform.
  • Customizable Access: Companies can enable or disable this feature based on their operational needs.

The Expenses Management feature ensures a seamless and transparent process for handling company expenses, enhancing trust and efficiency in financial operations.

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