How can employees add a bill that is saved as a draft to an existing expense request?

You can attach bills or receipts to an existing expense request whenever they need to be added.

1. From the greytHR ESS portal, click Expenses. 

2. On the Expenses page, in the Drafts tab, drag and drop single/multiple bills from the Bills section to the required existing expense request under the Request section. 

Alternatively, you can click on the → option for the existing expense request, which opens the apply form. In the form, click + Add > Choose from Drafts on the left panel. 

1. Choose the required bills/attachments and click Confirm. 

2. Select the Expense Type. Once selected, the entitlement details as per the policy would appear.

3. Enter the Bill Number and Bill Date.

4. From the Bill Amount dropdown, select the currency in which you want to claim the amount. The entitlement would update as per the selected currency. Add a note if needed.
   Note: The currency types are displayed based on the policy configuration done by the admin. 

5. Click Submit.
   Note: If you select multiple currencies in a single request, a pop-up appears displaying all expense types along with their amounts, along with a note informing you that the payout will be processed in the base currency.

6. Click Confirm.

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