nXportal - Expense Claim Approval and Status Manual

Expense Claim Approval and Status Manual

Step 1: Log In to Your Account

Enter your username and password on the login screen, then click the login button. This will take you to your home page.

Step 2: Open the HR Tab

Once you are on the home page, look for the sidebar menu, usually on the screen's left side. In this menu, find the option labeled “HR” and click on it.

Step 3: Go to the Expense Claim Section

After opening the HR tab, scroll down until you see the label “Expense Claim.” Click this label to access the page where all expense claim applications are listed.

Step 4: View Assigned Expense Claims

Inside the “Expense Claim” page, you will see all the applications that are assigned to you for approval or status update. You can change the status of the expense claim assigned to you, and you can also edit it by clicking the name of the applicant.

Step 5: Edit the Employee Expense Claim

After clicking the name of the applicant, it will open the window with information for the Expense Claim that is assigned to you for approval. You can review the application and change its status to “Approved” if all terms are met or “Rejected” if the terms applied are not acceptable.

Step 6: Submit to Accounting

If the application is approved, you can now proceed to submit it to “Accounting” to process the reimbursement of the Expense Claim of the employee. 

Step 7: Status Update

Once you have made the necessary changes and submitted the Expense Claim to the Accounting, you will see the updated status of the process from “Draft” to “Unpaid.

Step 8: Accounting Process

Now, let’s assume that you are also assigned to process the Accounting. Inside the employee expense claim, you will see a create tab on the upper right corner. From the create tab, select the payment option to redirect the process to accounting.

Step 9: Reimbursement Method

After selecting the payment tab, you will be directed to the Accounting process. Fill up the necessary forms and choose the method of reimbursement that you will be using for the expense claim.

Step 10: Save and Submit

Once filling up the forms is done, you can save the accounting process and then submit it to complete the reimbursement process of the employee’s expense claim.

Step 11: Reimbursement Confirmation

Return to the Expense Claim tab and view if the status has been updated and paid. Once the status is updated, the expense claim is done and complete.