Expense Claims and Settlement

Please raise and submit your own expense claims directly through the Expense Claim doctype.

Expenses made by an employee during a month, will be settled on the first day of the next month (Settlement day). Only one Expense Claim document is expected to be raised by the employee for a particular month. An employee is expected to keep their Expense Claims in Draft till the last day of the month and then Submit for Approval on the last day. In this way, if there are different expenses to be claimed for the same month, the employee can club it in one single document with each expense added as a new line item.

• In case an employee forgets to submit it for approval by the last day of the month, it will be auto-submitted on the Settlement day. But don't forget to claim any expense made.
• Alright, there is a chance adding an expense made on the last day of the month could be missed. The employee can still add it in next month's expense claim document. But it will only be taken into consideration in the very next month.
  (Expense made on April 22nd April, will only be considered in April/May's claim. It won't be taken into consideration once May's Expense Claim is submitted.)
• In case you need any claim to be settled earlier, write an email to hr@bwh.tech and it will be taken care of. Later within the same month, if required, you can raise another Expense Claim for the same month and the rest you know it by now. 😉

PS: Do attach image/document of the expenses.. else the auditor won't spare us 😅