Should I approve the proof of investments even though I submit it directly from the admin portal? 

Yes, once you submit the investment proofs, you need to either approve or reject them. To do this,

  • Go to ApprovalsProof of Investments.
  • Select the employee for whom you want to review the Proof of Investments.
  • Review the investment proofs and enter the actual approved amount and select Approve.
  • If there is any discrepancy, select Reject from the dropdown menu. Enter a reason for rejecting the proof. 
Reject Approval
  • Once you have reviewed all the proofs, select Consider for IT.