Option Setup

1. Manage Reference Data

Here the Admin can manage reference values with respective reference types for expense request page. Click the “Add” button to add the “Reference Type”.

Here if the user wants to add new reference type, they need to click the particular type, in the module.

Click the Edit “

” icon to edit the expense type and you can click on the “+” to add new subtype.

Once, you add Reference Text by entering Text, you can click on Save to add the data.

After adding, the user can add another type, edit or delete the data.

2. Add Limit

This can be set in the Admin Config, by selecting Travel and Expense Option. The Maximum Expense limit is set here. Requests amounts requested below which will be auto-approved without the need of manager Approval.

There are two functionalities

A - Basis of the limit set will be as per the Expense request/ Expense type/ Project

B - Basis of frequency do we need this limit (Daily (eg: Travel)/ Weekly (eg: Stay)/ Monthly (eg: Phone bills)

Select Organization, Expense Type, Applies To: (Business Unit, Employee Role, Grade, Designation, Work Location, Base Location, Select Employee), Currency, Max Limit and Effective From, then click on Add to Add Limits

3. Organization Payment Setup

The Organization Payment Setup tab allows administrators to configure and maintain the organization's payment details that are used for expense reimbursements and travel-related payments. The configured information serves as the default payment reference for the selected organization.

Fields and Functionality

Organization – Select the organization for which the payment details are to be configured.
Payment Mode – Choose the preferred payment method, such as Net Banking or other available payment options.
Bank Name – Enter the name of the bank used for payments.
Account Type – Select the bank account type (for example, Savings Account or Current Account).
Beneficiary Name – Specify the account holder or beneficiary name.
Account Number – Enter the beneficiary's bank account number.
IFSC Code – Enter the bank's IFSC code to enable electronic fund transfers.
Add – Saves the payment configuration for the selected organization.
Reset – Clears all entered values without saving.

Payment Details Grid

The grid at the bottom displays all configured payment records and includes the following information:

Account Number
Account Type
Bank Name
Beneficiary Name
IFSC Code
Payment Mode
UPI ID (if configured)

The grid also provides Quick Search and standard grid options to search and manage existing payment configurations.

4. Set Expense Count Limit

The Set Expense Count Limit tab enables administrators to define the maximum number of expense requests that employees can submit for a specific expense type within a selected duration.

Configuration Section

Select Organization – Select the organization for which the expense count limit is to be configured.
Select Business Unit – Choose the applicable business unit.
Select Employees – Select one or more employees to whom the limit will apply.
Select Expense Group – Select the expense category or group.
Select Expense Type – Choose the expense type for which the count restriction is required.
Duration – Define the validity period (for example, monthly, quarterly, or yearly, as configured).
Expense Count – Specify the maximum number of expense requests allowed during the selected duration.
Submit – Saves the expense count limit configuration.
Reset – Clears all entered values.

Search and View

Use the filter section to search existing expense count limit configurations by Business Unit, Employee, Expense Group, and Expense Type. Click Search to display matching records or Reset to clear the filters.

Records Grid

The grid displays configured expense count limits with the following details:

Business Unit
Employee Name
Expense Group
Expense Type
Duration
Expense Count
Created On

The grid also provides Quick Search and standard grid options to filter and manage existing records.