Bill Management

Easily manage employee expense claims through the Bill feature. From submission to approval, every step is streamlined to ensure smooth expense tracking and accountability across your organization.

Feature Overview #

The Bill module includes three main routes:

1. Create – For submitting new bills or expense requests.
2. Approve – For managers or designated approvers to review and take action.
3. View – For viewing all bills across the organization without performing any operations.

Each route’s access is controlled through permissions, which can be managed under Admin → Permissions.

1. Create Bill #

Employees can submit new expense requests directly from the Create Bill page. This allows them to record, track, and manage their expense claims efficiently.

Bill Creation Form: #

• Search Employee: Choose your name or another employee’s name (if you have permission to submit on behalf of others).
• Title– A short and clear title for your expense.
• Bill Amount– Enter the total amount of your bill.
• Currency– Choose the currency (e.g., USD).
• Date of Expense– The date when the expense occurred.
• Expense Category– Select from predefined categories (e.g., Office Supplies, Travel, etc.).
• Notes: Optional remarks or details about the expense.
• Vouchers: Upload any receipts or proof of purchase as attachments.
• Send Request: Submit the bill for approval.

💡 Tip: #

Admins or employees with the necessary permissions can create bills for other team members as well — perfect for assistants or finance officers managing group expenses.

2. Approve Bills #

The Approve route is designed for users who are part of the bill approval workflow. When a bill request is submitted, it automatically appears in the approver’s list if they are assigned as an approver in the workflow.

Approval Dashboard Example: #

ID	Employee	Category	Bill Amount	Voucher	Status	Expense Date	Requested Date	Action
DEV25002	Fahim Muntasir Akib	Office Supplies	USD 681	✅	Pending	Jul 3, 2008	Oct 22, 2025	Open Menu
DEV25005	Minhaz Mazumder	Office Supplies	USD 120	✅	Approved	Oct 14, 2025	Oct 21, 2025	Open Menu

Available Actions: #

• ✅ Approve – Approve the bill request.
• ❌ Reject – Decline the request with optional comments.
• 👁️ View – Open the bill details for review before making a decision.

If your organization follows a multi-step approval process, once the first approver approves the bill, it automatically moves to the next approver in the sequence — ensuring a smooth, layered validation system.

Bill Details View #

When viewing a bill (from Create or Approve routes), you’ll find four detailed tabs:

1. Overview – Displays all basic information, including amount, category, requester details, and date.
2. Approval Flow – Shows a visual workflow of all approval steps and their current progress.
   • Example: Approval Workflow 0 of 2 steps completed (0%) Step 1: Pending Step 2: Pending
3. Attachments – View uploaded receipts, vouchers, or any supporting documents.
4. Comments – A dedicated space where both employees and admins can communicate regarding the bill request. This helps clarify details or share additional information without switching platforms.

3. View All Bills #

The View route displays a list of all bills created within the organization — including their current status, employee, and approval details.

Keynote: #

Users with View permission only can see all bills but cannot perform any actions (approve, reject, or edit).

This is useful for roles like CEO, HR, or Managers who need visibility into expense activity but should not interfere with the approval process.

Example Scenario: #

As a CEO, you want all managers to have access to view company-wide bills for transparency, but only designated approvers should have the ability to take action.

In that case, simply grant them permission for the View route only.

Bill List Example: #

ID	Employee	Category	Bill Amount	Voucher	Status	Expense Date	Requested Date	Action
DEV25002	Fahim Muntasir Akib	Office Supplies	USD 681	✅	Pending	Jul 3, 2008	Oct 22, 2025	Open Menu
DEV25005	Minhaz Mazumder	Office Supplies	USD 120	✅	Approved	Oct 14, 2025	Oct 21, 2025	Open Menu

Key Highlights #

• 📄 Employees can easily create and track their bills.
• 👩‍💼 Admins or authorized users can submit bills on behalf of others.
• 🔄 Bills move automatically through the approval workflow, supporting multi-level approvals.
• 💬 Seamless communication and attachment sharing inside each bill.
• 🔐 Full permission control ensures every route (Create, Approve, View) is securely managed.