Requesting Expenses

Ametnes Legal ERP enables employees to request for expense funds making it easy to enforce budgetary controls.

Workflow

Requesting

To request an expense, in your Ametnes Legal ERP system,

1. Click on the HR Manager left menu, navigate to the HR management dashboard.
2. Click on the Employees -> Employee Request menu.
3. Click the New button.
4. In the displayed form, enter the following info.
   1. Employee Name: Select the employee.
   2. Manager Name: Select the manager.
   3. Request Date: Select the request date.
   4. Request For: Enter the request purpose.
   5. Click Save manually (Cloud button).
5. To Submit the request, click Send Request. The status will change to Running.

At this point, a manager or administrator must approve the request. See Approval.

Receiving

Once the request has been approved by the manager

1. The financial controller/accountant actions the request by disbursing the funds to the employee. See Booking.
2. The employee marks the request as received by;
3. Navigation to the HR Manager left menu, navigate to the HR management dashboard.
4. Click on the Employees -> Employee Request menu.
5. Find and click the request from the list of requests.
6. In the displayed form, click the [Received]. The status will change to Done.