Expenses, Loans & Advances

Overview

What it solves

Claims arrive as photos in chat; loans and advances are tracked in a notebook and forgotten at payroll time.

Why it helps

• Claims go Draft → Submitted → Manager approved → Finance approved → Reimbursed, with a reason on rejection; reimbursement is paid in the payroll run that finalizes.
• Loans repay in instalments through payroll; HR sees everything owed, records repayments made outside payroll and writes a loan off when needed. Settled loans notify the employee.
• A leaver’s open loans and advances are brought into the final payroll.
• Each category can carry spending limits, and a new workspace starts with a ready list of categories.

Used by

EmployeeManagerHR Admin

Availability

Every plan

Quick answers

What you can do

• New claim: title, category, amount (EGP, SAR, USD), date, receipt, description
• A new workspace starts with a list of expense categories
• Save as draft or submit immediately
• Two-level approval: manager, then finance
• Expense categories with limits per period
• Loans: principal, instalments (≤600), interest, start date, reason
• Loan statuses Pending → Active → Settled, or Written off
• Loans and advances are capped against pay
• Company loans page for HR: list, totals, repayment outside payroll, write-off
• A leaver’s loans and advances are settled in the final payroll
• Imported loans and advances are scheduled and recovered
• Salary advances: Pending → Approved → Deducted

Screens

Workflows

Expense claim

flowchart LR
  A[Draft] --> B[Submitted]
  B --> C[Manager approved]
  C --> D[Finance approved]
  D --> E[Reimbursed]
  B -. reject .-> R[Rejected]
  C -. reject .-> R

• Claims can be saved as a draft or submitted immediately.
• Once both approvals are done the claim is paid with the next payroll; it shows Reimbursed, and the employee is notified, when that month’s payroll is finalized.

How-to guides