Claim Limit

Control the total claim amount allowed for each employee in a month. Once the total claimed amount is more than the limit allowed, the employee will not be able to submit the claim.

Setup the Claim Limit

1. On the left menu, choose Database > Employee. Open an employee profile.

2. Under section Other Info, select the currency code and enter the amount for Max Claim per Month.

3. Choose Save & Stay floating button.

Submit a Claim For Approval

1. After creating an Expenses Claim, the employee need to submit it to the department head for approval.

2. If the total claimed amount for the month has exceeding the Max Claim per Month, an error message will be shown and the employee is unable to submit the claim.