Claim and pay back expenses
Employees claim what they spent for work with a photo of the receipt. Their manager approves it, and it is paid with the next salary or straight away, posted to the right expense in your books.
In EaseDesk: Me → My claims, and People → Claims. Log in or start a free trial.
Steps
- 1 Open My claims and click New claim. Choose what it was for, enter the amount and the date, and add a photo or PDF of the receipt.
- 2 The person's manager is told and approves or refuses it from People, Claims, under My team.
- 3 Approved claims are added to the next payroll as a reimbursement, outside the salary, so no PF, ESI or tax is taken from them.
- 4 To pay one now, open it and click Pay now, then choose the bank or cash account.
Claims replace the envelope of bills on the accountant’s desk: every one has its receipt, its approval and its place in the books.
Questions
Who sees a claim's receipt?
The person who claimed it, HR and payroll.
Is a claim taxed?
No. It is paid back on the payslip as a reimbursement, separate from the salary.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated .