Request for Expenses

A business lunch with a supplier?
Journeyed by taxi to a client location?
Visited another city to develop the business?

In all the above cases where you may have incurred expenses on behalf of the organization, Teamnest allows you to raise an expense request to initiate the reimbursement process.

To Raise an Expense Request:

1. Go to the Employee section > Select Expenses from the left-hand navigation menu.
   
   
2. Click on the ‘Add Expense’ button on the top right of the page. Choose the type of expense you have incurred on behalf of the organization:

• Business Expense - typically for food, gifts, office supplies, and similar expenses made
• Local Travel Expense - typically for claiming money spent on fuel for self-owned vehicles or local transport like taxi
• Trip Expense - typically for claiming money spent on business trips. Under Trips, you can claim expenses for
  • Travel
  • Accommodation
  • Others
    
    

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2. The Expense Request form will appear. Please fill in the details with the relevant information and submit the request. For a Local Travel expense request, the system will pick up the location from Google as you start typing the address.
   
   
   
   
3. Once your Expense Request is created. A notification will be sent to your Reporting Manager for approval.
   
   
4. You can monitor the status of your request from the ‘My Expenses’ tab on the Expense Management page.
   
   
   
5. Until it has been approved or rejected, the status will be shown as ‘Pending’.
   
   
6. If the expense is approved, you will get a notification. If it is rejected, the reason for rejection will be mentioned. In both cases, the status of the expense request will be updated.

Mobile App

1. When you login, you will be able to see the Expenses Icon on the Dashboard.
   
   
2. Tap on ‘Expenses’. You will see the Expenses dashboard.                                                                                    
   
3. Tap on the ‘Add new Expense’ button at the bottom of the screen and choose the Category under which the Expense Request is to be raised.
   
   
4. Fill in the details and add an attachment if required.
   
   
5. Your expense request is created. A notification is sent to your Reporting Manager for approval.

    

   Trip expense.

    

    

   1. While you are traveling, you can keep adding expenses incrementally as you incur them under Trip expense. First, create a new Trip and then under this trip, you can add expenses (under the appropriate subcategories like Travel, Accommodation, etc.) on the go and keep on saving them. This includes taking photos of receipts or bills that you can submit with the expense request.
      
      

   2. Once all trip-related expenses are recorded, click on the Submit button to close and submit the trip. This will send the entire list of expenses as a single unit for approval.
      
      

   3. You can monitor the status of your expense requests from the Expenses dashboard on the app.
      
      

   4. Until it has been approved or rejected, the status will be marked as ‘Pending’.
      
      

   5. If the expense is approved, you will get a notification. If it is rejected, the reason for rejection will be mentioned. In both cases, the status of the expense request will be updated.