Dashboard
Summary of Travel Claims and Task Management.
Workflow
Approval Queue
Shared Checker Pool and Director approval queue. Claims show who is processing them.
Pending Claims
Payment Processing
Visible only after Director(Final Approver) approval.
Shared Cashier Pool
Travel Claim Reports
Role-based claim report.
Report Filters
Choose report filters, then select Generate Report.
User Management
Search users and manage their details, passwords and permitted claim approvers.
Users
Vehicle Eligibility
Allow Personal Bike and Personal Car claims for each employee.
After saving, only checked vehicle types are allowed. Leave both unchecked to disable both. This setting does not change reimbursement rates.
Masters
Choose Project Master or Mode of Travel from the Masters menu.
Project Master
Mode of Travel
Project List
Mode of Travel List
Department Master
Departments, Department Head (default Task Approver) and Alternate Approver. Select the department of each user in User Management.
Department
Department List
My Tasks
Tasks assigned to you. Mark them In Progress and Done; your Approver can add remarks, send for Rework or put On Hold.
Team Tasks
Tasks you assigned or approve. Add remarks, send for Rework, put On Hold, release or reassign.
Task Admin
Pre-defined (compulsory / statutory) task library by department, assignment to employees, holidays, and Excel import of existing tasks. Automatic daily creation of recurring tasks starts once it is switched on after the masters are filled.
Task Reports
Report Filters
Employee Performance
Workload, completion, punctuality, overdue days and rework — scored out of 100 for each employee.
Period & Filters
My Profile
User details and reporting structure.