Employees can submit expense claims for themselves by default. Users with the “Create Bill for Others” permission (e.g., HR, managers, or finance officers) can submit bills on behalf of other employees.
Create Bill Form #
Form Fields:
- Search Employee – This field only appears for users with the “Create Bill for Others” permission. Regular employees can only submit bills for themselves.
- Title – A short, clear description of the expense.
- Bill Amount – Enter the total amount of the expense.
- Currency – Select the applicable currency (e.g., USD).
- Date of Expense – The date the expense occurred.
- Expense Category – Choose from predefined categories (Admin → Expense Category), such as Travel, Office Supplies, etc.
- Notes – Optional remarks or details about the expense.
- Vouchers / Attachments – Upload receipts or proof of purchase.
- Send Request – Submit the bill for approval.
Tip: Admins or users with permission can create bills for other employees, making it easy to manage group or delegated expense submissions.
Action Options (Permission-Based) #
All actions are controlled by user permissions:
- Edit – Modify the bill request before it is approved or rejected (permission required).
- View – Access detailed bill information, including attachments and approval flow (permission required).
- Comments – Communicate with approvers or admins for clarification.
Summary #
The Create Bill module ensures employees can submit expense claims accurately and in accordance with company policies. Permission-based access allows authorized users to create bills for others while maintaining control, traceability, and accountability.
Note: If your organization has an approval flow configured for bills, all submissions will follow the defined workflow before final approval.