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company admin (analytics (View All Reports and Filter, View All Expenses…
company admin
analytics
View All Reports and Filter
View All Expenses and filter for un submitted etc
Expense for project
Expense for customer
Expense for category
Expense for mechant
Expense for user
Mileage expenses for user
Advances per user
Reimbursements per user
policy violations
Tax summary
Expense lists
crud for cost centers
crud for categories
crud for sub-categories
crud for customers
crud for merchants
crud for tags
crud for payment types
i.e. bank account or petty cash
crud for currencies
crud for projects
mileage vehicle list
city type list
employee management
de-active an employee
activate an employee
add new employee
edit an employee details
basic(employee id etc)/personal/passport
view list of employee
filter employee
Batch import employee from excel
policy
crud for policy
policy content
Mileage configuration
default km/mile and configure for 2 wheeler 4 wheeler
category limits configuration/ receipt required limits
create per diem and rate configuration
copy policy
settings
company profile/ logo
expense settings
expense expiry period
base currency
automated currency conversion true/false
schedule auto submit of un-reported expenses
report settings
maximum time for approval of report
report scheduling
Dashboard
cards
un-reported expenses
unsubmitted reports
pending approval reports
pending reimbursement
inquiry reports
approved reports
claims settled
rejected claims
lapsed expenses
charts
category split
expense trend
department expenses
project vise expense
booking by airline
cost center vise expense
location vise expense
Tables
top 5 spenders last month
top 5 trip costs last month
Recent top 5 trips
top 5 mileage reports last month
top 5 general expense reports last month
employee table columns un-reported, reported, approved, reimbursed
Department
crud for departments
Budget limits for departments
expense management
Workflow
Default workflow
Custom workflow for grade and individual
Advance Payments
Paid to Employee
Date
Amount
Comments
Paid Through (cash/cheque)
currency
crud travel agent
crud for locations of company
crud travel desk