Review and approve the Reimbursement Claims, Proof of Investments and Salary Revisions of your employees in this module.


The reimbursement claims that your employees have submitted through the employee portal will appear here. Click here to learn how to configure reimbursement claim related settings. You can review each claim and approve or reject them by following these steps:

  • Go to Approvals > Reimbursements.
  • Click the reimbursement you want to review.
  • You can also filter the claims by employees’ names and date ranges using the given filter options.
  • In the next screen, you can view all the details about the claim.
  • Review the claims easily using the options such as full-screen view, zoom in or zoom out, download.
  • Leave comments wherever necessary.
  • Enter an Approved Amount and click Approve, once you’ve reviewed the bills submitted by your employee.

Note: The employee portal does not support bill submission. Collect the bills directly from your employee.

  • The approved amount will be paid to the employee in next month’s pay run.
  • Click Reject to reject the claim. If you want to reject individual line items, enter 0 as the Approved Amount.

Also, you can create a reimbursement claim for employees by following these steps

  • Go to Approvals > Reimbursements.
  • Click Add Claim.
  • Select the employee and enter the reimbursement details.
  • Click Save & Approve.

Proof of Investments

Your employee can submit proofs for the investments that they’ve disclosed in their IT Declaration. Click here to learn how to configure POI related settings. You can review the submitted POI by following these steps.

  • Go to Approvals > Proof of Investments.
  • Click the POI that you want to review. It will be in APPROVAL PENDING status.
  • Go through each line item in the POI, enter an approved amount, and click Approve.
  • Review the proofs easily using the options such as full-screen view, zoom in or zoom out, download.
  • Leave comments wherever necessary.
  • Click Reject to reject a line item.
  • If you want to approve all the line items in one go, enter the approved amounts for each line item and click Approve All.
  • Once you’ve reviewed all the line items, the status will change to YET TO CONFIRM. This status means that you have approved each line item, but haven’t applied the approved amount to the IT calculation.
  • Review all the approved line items and click Confirm for IT Calculation. The approved investment amount will be applied to the employee’s Income Tax calculation for the months you have selected in Settings > Preferences.
  • The status will now change to COMPLETED.

Salary Revisions

The salary revisions you’ve made in the Employees module will show up in the Approvals module under Salary Revisions. To revise an employee’s salary, you should have completed at least one pay run for them. All salary revision changes go through an approval process to ensure error-free payroll and tax calculation for employees.

To approve salary revisions:

  • Go to Approvals > Salary Revision.
  • Click the revision that you want to approve.
  • Review the salary revision details.
  • Click Approve or Reject.
  • Click Process Later to postpone the pay out month of the revision.

To approve or reject your employees’ salaries in bulk:

  • Check the boxes next to the employee name and click the appropriate option (approve/reject).
  • If there are any errors in any of the salary revisions, they will be listed. You can continue to approve or reject the revisions by clicking Proceed.

The salary revisions with errors will be skipped and will appear in the Salary Revisions page. You can review these errors later and approve them again.

Bulk Revision

Similarly, to postpone the payout month of multiple salary revisions:

  • Check the boxes next to the employee name and click Process Later.
  • Select the Process Revision by month and add notes if needed.
  • Click Confirm.
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