Expense policies
Configure categories, limits, eligibility, receipt requirements and claim windows.
Pay & time · Policy-led claims, advances and recoveries
Bring reimbursements, loans, advances and recoveries into one controlled process.
Let employees submit claims, request approved loans or advances, apply policy rules, route exceptions and prepare reimbursements or recoveries for payroll and finance workflows.
Illustrative product interaction Grounded in supported product behaviour
Workflow previewIllustrative interaction
CategoryClient travel
Bill attachedYes
Policy limit₹30,000
1Reporting managerApproved
2Finance reviewerCurrent owner
3Payroll handoffAfter approval
Within policy · finance approval required
Why this matters to the Head of HR
Expense friction affects employee experience and Finance workload. HR leaders need consistent policy application without becoming the manual routing layer.
Use this page as a product-evaluation path: start with the operating problem, inspect the representative interaction, then verify the exact policy and output in the live product.
Reimbursements & Loans capabilities
Designed around the full operating workflow.
Configure the module around your structures, policies, ownership and approval model—not a generic process diagram.
Mobile submission
Upload receipts and submit claims from a mobile-ready experience.
Conditional approvals
Route by amount, category, cost centre, project or exception type.
Advance management
Track travel or business advances and settlement against actual claims.
Employee loans & recoveries
Manage approved loan schedules, instalments, balances and payroll-linked recoveries.
Payroll or finance payout
Send approved reimbursements to payroll or accounting workflows based on policy.
Exception reporting
Identify repeated policy breaches, ageing claims and delayed approvers.
Connected operating workflow
Follow the action from policy to owner to downstream result.
The exact screens differ by module, but the operating principle remains the same: the applicable rule, current owner, status, effective date and history stay visible.
Shorter reimbursement cycles Lower Finance rework Consistent policy enforcement
Reimbursements & Loans workflow
- Employee submits claimOwner, status and history remain visible.
- Policy validation and approvalOwner, status and history remain visible.
- Finance or payroll reviewOwner, status and history remain visible.
- Reimbursement and record closureOwner, status and history remain visible.
Product proof and boundaries
Evaluate the operating behaviour—not only the feature name.
These examples are illustrative product patterns grounded in the supported product material. Use the live product to validate the exact screen, policy and output required for your organisation.
Supported pattern
Conditional approval path
Show what triggers the route and who owns the next action.
Verify in demo
Employee submits claim
Use a representative employee, workforce group and effective date. Follow the transaction through owner, status and downstream impact.
Current boundary
Scope honestly before committing.
Policy, approval, bill analysis and payroll handoff should be validated against the customer’s reimbursement categories and finance process.
A working view, not a static report
Give the team clear status and exception signals.
The example measures below are illustrative. Definitions and thresholds should be configured around the operating cadence and evidence your team uses.
₹4.8LClaims this month
1.6 daysMedian approval
12Policy exceptions
₹62KAwaiting payout
Connected modules
View all modules Reimbursements & Loans works better when its inputs and outputs stay connected.
Workflow Automation
Create structured, conditional workflows for employee changes, requests, letters, payroll inputs and cross-functional HR processes.
ExplorePayroll
Connect effective-dated salary structures, attendance and leave inputs, earnings, deductions, reimbursements, recoveries and statutory calculations in a payroll run that can be reviewed and rolled back before finalisation.
ExploreEmployee Self-Service
Give employees a responsive, mobile-first web workspace for attendance, leave, payroll documents, claims, profile changes, HR letters and helpdesk requests.
ExploreManager Self-Service
Bring approvals, team information, attendance exceptions, onboarding tasks, goals, feedback and workforce actions into a role-based manager workspace.
Explore
Questions about implementation
Bring this context into the demo Evaluate Reimbursements & Loans in your policy context.
Use your actual workforce groups, approval paths and edge cases during product evaluation.
Can policies and approvals be configured for different locations or employee groups?
Yes. Rules can be segmented by entity, location, department, grade, employment type and other employee attributes, with role-based approvals and effective dates.
Can expenses be charged to projects or cost centres?
Yes. Claims can include configured cost centres, projects, clients or departments and carry those dimensions into reports and integration exports.
Explore Reimbursements & Loans
See Reimbursements & Loans configured around your organisation.
Bring one representative workflow or current process challenge. The demo will show the operating path, controls and connected outcomes.