Expense request :

• New expense:

*Click on Top right corner on daily pay to add New expenses

To Add and Approve Expenses:

1. Add Expense Details:

Select the employee name.

• Choose the expense category (e.g., Travel, Food, Medical, Others).
  • Enter the expense amount.
  • Add remarks if needed.
  • Attach the receipt under “Add Attachment” if available.
  • Click Submit.

• Approve Payment:
  • Click on the tick option to confirm the payment.

• • Choose the bank name.

• Once approved, the payment will be processed.

This is the process for adding and approving expenses.

Pay Request:

On pay request Click on the Action button at the top right corner shows the lot of option

• Add standby pay (for extra duty hrs.)

To Add Standby Pay:

• Select the employee name and site name for whom the standby pay is to be added.
• Enter the amount to be paid.
• Add remarks if needed.
• The standby pay will then be added successfully.

Add shortage pay ( For the shortage payment of employees )

to Process Shortage Payments:

1. Select the employee name.
2. Enter the shortage amount to be paid.
3. Add proper remarks for the payment.
4. Click the Submit button to complete the process.

Add Monthly advance:

to Process Monthly Advance:

1. Click on Monthly Advance.
2. Select the employee name.
3. Enter the advance amount.
4. Click Submit to complete the process.

Add daily loan :

How to Process a Loan:

1. Select the Employee Name.
2. Choose the Loan Type:
   • Paid Loan or New Loan.
3. Enter the Loan Amount.
4. Select the EMI Deduction Shift:
   • Choose whether the EMI should be deducted during the First Shift, Both Shifts, or a Fixed Shift (Day or Night).
5. Select the EMI Start Date:
   • This is the date when the EMI deductions will begin.
6. Choose the EMI Type:
   • Fixed Amount: A specific amount will be deducted until the total loan amount is paid.
   • Number of Terms: Specify the number of days in which the EMI should be completed.

Add weekly loan:

*  Choose the Employee Name.

*  Enter the Loan Amount.

*  Select the EMI Start Date.

*  Choose the EMI Type:

• Fixed Amount: A set amount will be deducted as EMI.
• Fixed Terms: The total loan amount will be divided over a specified number of terms.

*  Enter the Fixed EMI Amount.

*  Click Submit to complete the process.

Add monthly loan :

Choose the employee name . Select the Loan amount,  EMI start date it should be given after the another day of payment Select the EMI type and  Fixed EMI amount

*  Select the Employee Name.

*  Enter the Loan Amount.

*  Choose the EMI Start Date (this should be set to the day after the payment date).

*  Select the EMI Type and specify the Fixed EMI Amount.

Shortage/DP :

In there Site Got 3 manpower for  But the employee 2 officer only reported duty . You can declare Either Shortage or Dummy pay

Consolidate:

In this module the payment of officers will be checked. Once done click on PAY option to confirm the payment.

Click on Run automation the server will connect automatically to the bank server once the authentication given the payment will be processed