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Available Reports in PayExpense

User Guide User Activities in PayExpense (Based on...

Expense Report: This report could offer a comprehensive view of individual expense reports,...

Updated 1 year ago by Taxgenie

Expenses submission

User Guide User Activities in PayExpense (Based on...

  Expenses Tab Functionality: Overview: This tab acts as a central hub for employees (Users...

Updated 1 year ago by Taxgenie

Delegation Management in PayExpense

User Guide User Activities in PayExpense (Based on...

Landing Page: This section provides an overview of all delegations previously set up by the...

Updated 1 year ago by Taxgenie

Approver's Workflow in PayExpense

User Guide User Activities in PayExpense (Based on...

Accessing Approvals Tab: The approver navigates to the dedicated section within PayEx...

Updated 1 year ago by Taxgenie

Checker's Workflow in PayExpense

User Guide User Activities in PayExpense (Based on...

  Accessing Checks Tab: The checker navigates to the dedicated section within PayExpense, of...

Updated 1 year ago by Taxgenie

Overview

User Guide User Activities in PayExpense (Based on...

User (Employee) Role: Create Expense Reports: Submit expense reports by entering details lik...

Updated 1 year ago by Taxgenie

Employee Type Management

User Guide Master Setup - By Admin Role

Employee Type Codes: Admins can define and assign "Employee Type" codes to categorize emplo...

Updated 1 year ago by Taxgenie

Employee Grade Management

User Guide Master Setup - By Admin Role

  Assigning Employee Grades: Admins can designate an "Employee Grade" to each employee withi...

Updated 1 year ago by Taxgenie

User Roles and Access Control in PayExpense

User Guide Master Setup - By Admin Role

A comprehensive overview of user roles and access control within PayExpense. Here's a breakdown o...

Updated 1 year ago by Taxgenie

Employee Master

User Guide Master Setup - By Admin Role

PayExpense offers two convenient methods for managing employee data within the system: Method ...

Updated 1 year ago by Taxgenie

Department Master

User Guide Master Setup - By Admin Role

Adding New Departments: Access Department Master: Locate the "Department Master" or a simila...

Updated 1 year ago by Taxgenie

Cost Centers: The Pillars of Expense Allocation

User Guide Master Setup - By Admin Role

Cost Centers within PayExpense play a crucial role in accurately allocating and tracking employee...

Updated 1 year ago by Taxgenie

Branch Master in PayExpense

User Guide Master Setup - By Admin Role

The Branch Master section within PayExpense allows administrators to manage your organization's b...

Updated 1 year ago by Taxgenie

Report Queue

User Guide Master Setup - By Admin Role

The Report Queue in PayExpense serves as a central hub for generating, managing, and downloading ...

Updated 1 year ago by Taxgenie

Delegate Management in PayExpense

User Guide Master Setup - By Admin Role

Temporary Delegation for Approvers and Checkers: In some expense management systems, including...

Updated 1 year ago by Taxgenie

Managing Locations in PayExpense

User Guide Master Setup - By Admin Role

Location Management: PayExpense offers a section for managing locations relevant to expense re...

Updated 1 year ago by Taxgenie

Managing Approvers in PayExpense

User Guide Master Setup - By Admin Role

The Approvers section within PayExpense empowers you to designate individuals who will review and...

Updated 1 year ago by Taxgenie

Sub-Expense Rules in PayExpense: Tailored Eligibility and Controls

User Guide Policy Creation -- By Admin Role

PayExpense allows you to define sub-expense type rules that determine the eligibility a...

Updated 1 year ago by Taxgenie

Rule to set Monthly limit

User Guide Policy Creation -- By Admin Role

After Setting Approval flow we have to set monthly rules for Expense Group. We can set monthly ru...

Updated 1 year ago by Taxgenie

Approval Matrix Definition: Streamlining Expense Approvals

User Guide Policy Creation -- By Admin Role

An approval matrix defines a set of rules that determine who reviews and approves expense reports...

Updated 1 year ago by Taxgenie