The Reimbursement process workflow goes through many steps.

The employee applies the claims via the ESS portal, which will be sent to the Reporting Manager for approval. 

Once the Reporting Manager has approved the reimbursement claim, the next step is to obtain approval from Finance. 

There are two options for the Reimbursement approval process. 

Direct Claim - is when the claim directly goes to Finance for approval. 

Workflow - when the approval process is first routed to the Reporting Manager and then the Finance Manager. 

This setting is enabled when we configure the Reimbursement module.


Go to Settings-->Configure Rules-->Addon Modules -->Reimbursement.

You can check the box “Enable Direct Claim”. 

If you do not select the same, the approval will follow the defined Workflow. 

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The Finance Manager should login with  their credentials. 

Only those roles for which the permission is given will be displayed. 

Go to TransactionsàSpend, Loan Managementà 


Click Finance Approval” under “Workflow”. 


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Select the “Month”. 

Select the “Status” as “Pending”. 

All the claims pending approval will be listed. 

Click “View/Edit” on the selected claim. 

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The Finance manager can approve the amount based on the bills summited by the employee.

 You can Approve/Reject the claim. 

The claim can also be printed. 

Note: To reject the claim update the approved amount as 0 and click on approve so the requested amount will get rejected by the Finance approver.

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Pay Adjustment: If the check box of  Lock Pay Adjustment is locked, the finance manager cannot view Approve option while approving the claims.


To unlock the Pay Adjustment: 

Note: Once the claims are approved by the Finance Manager, Admin/HR needs to process the payroll and the approved claims will reflect under the Pay adjustment tab and payslips