How can I create an expense request on the greytHR Mobile app?

To create an expense request, log in to your greytHR Mobile application, tap on the Explore option, and select Expense. 

1. On the Expenses screen, tap on the Add Expenses option to upload the relevant bills.

2. You can upload the bills either by clicking on Take a Photo, Choose from File Manager, or Proceed without bill options.

   1. If you want to apply for an expense request without the bill, select Proceed without bill, add details, and click Proceed.

Note: Once you take a picture of any bill, the OCR feature in the greytHR mobile app, automatically scans the image, detects the details, and fills in the required information in the claim form for you. You can then review and make any changes before submitting.

3. After uploading, tap the Proceed button. The form appears. 

4. Under the Bill Details section, select the Expense Type and choose the required information as per the selected expense type. 

   1. If the OCR feature is not working, you need to manually enter the Bill Number, Bill Date and Bill Amount. 

   2. The currency is displayed as per the policy configuration. If it is an amount based expense, the currencies configured in the policy are displayed. 

   3. If it is mileage based expense, then the currency configured in the mileage is displayed.

5. Click Proceed, and under the Add Bill To section,  you can click the New Request option to add it as a new expense request or map it with the existing drafts.

   1. If you add the bill to an existing expense request, click on the required request, and the Summary page will appear, where you can view all the expense requests that you have added under each expense category. 

   2. If you add it as a new request, a new Summary page will appear with all the details. 

   3. On the Summary page, you can add more attachments for different expense categories by tapping on the + Add button.

   4. If you want to delete an expense, select the required checkbox against the expense and swipe right.

       6. Tap on Submit to create the request.

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