# HR & Payroll
Submit employee expense claims and cash advance requests, and record bulk attendance from the More tab. Draft documents can be edited or deleted in the app; approval is handled on the web.
Expense Claim — overview
Open **More** → **Expense Claim** to view and submit expense claims for the logged-in user’s default **Employee**.
The list shows claims for that employee only. The app supports create, view, edit, and delete on **Draft** claims. There is no **Approve** action on mobile — use the web payroll module to approve or reject claims.
> Screenshot pending for expense claim list and create screens.
Expense Claim — list
Each row shows:
- **EXP [id]** with document status badge
- Expense claim category name
- Amount
- Date and relative time (for example **2 hours ago**)
- Secondary status (when configured)
Pull down to refresh; scroll to load more (20 per page).
Tap a row to open the claim view. **CREATE NEW** appears at the bottom when **Expense Claim — New** access is granted.
Expense Claim — create
**More** → **Expense Claim** → **CREATE NEW**.
| Field | Required | Notes |
|-------|----------|-------|
| **Expense Claim Category** | Yes | Pick from active categories |
| **Amount** | Yes | Claim amount |
| **Notes** | No | Free-text notes |
The employee is taken from the user’s default **Employee** in settings. If no default employee is configured, the app shows an alert and the claim cannot be saved.
The claim date is set automatically when saved. Tap **CREATE EXPENSE CLAIM** to save as **Draft**, then open the view screen.
On a draft, **Edit** reopens the same form with an **UPDATE** footer button.
Expense Claim — view
| Field | Description |
|-------|-------------|
| Status | Document status and secondary status (when set) |
| **Date** / **Time** | Claim date |
| **Category** | Expense claim category |
| **Amount** | Claim amount |
| **Notes** | Notes when entered |
Attachments
The **Attachments** section lists files linked to the claim. Tap **Add Attachment** to upload from the device. Existing attachments can be opened or deleted.
Actions and status
| Action | Status | Access required |
|--------|--------|-----------------|
| **Edit** | Draft | Expense Claim — Edit |
| **Delete** | Draft | Expense Claim — Delete |
Cash Advance Request — overview
Open **More** → **Cash Advance Request** to browse and submit employee cash advance or loan requests.
Unlike expense claims, the cash advance list can show requests for all employees (filtered by status and optionally by employee when **Allow Employee Editing?** is enabled in user settings).
The app supports create, view, edit, and delete on **Draft** requests. Approval is done on the web — there is no **Approve** footer on mobile.
> Screenshot pending for cash advance list and bulk create screens.
Cash Advance Request — list
Filters
- **Select Status** — **All**, **Draft**, **Approved**, **Closed**, or **Cancelled**
- **Employee** selector — shown when **Allow Employee Editing?** is enabled; filters the list to one employee
List item
Each row shows:
- **CAR [id]** with status badge
- Employee name and category (**Cash Advance** or **Loan**)
- Amount
- Date and relative time
- Secondary status (when configured)
Pull down to refresh; scroll to load more (20 per page).
Footer buttons
| Button | When shown | Opens |
|--------|------------|-------|
| **CREATE NEW** | Cash Advance Request — New | Single request create |
| **BULK CREATE** | New access + **Allow Employee Editing?** | Bulk cash advance wizard |
Cash Advance Request — create
**More** → **Cash Advance Request** → **CREATE NEW**.
| Field | Required | Notes |
|-------|----------|-------|
| **Employee** | Yes | Shown only when **Allow Employee Editing?** is enabled; otherwise default **Employee** is used |
| **Date** | Yes | Request date |
| **Amount** | Yes | Requested amount |
| **Notes** | No | Free-text notes |
Tap **CREATE CASH ADVANCE** to save as **Draft**.
The **Category** field (**Cash Advance** vs **Loan**) is shown on the view screen after save — it is not selectable on the mobile create form (set by the back office / defaults).
Cash Advance Request — view
| Field | Description |
|-------|-------------|
| Status | Document status and secondary status (when set) |
| **Date** | Request date |
| **Employee** | Employee name |
| **Amount** | Requested amount |
| **Category** | **Cash Advance** or **Loan** |
| **Notes** | Notes when entered |
Actions and status
| Action | Status | Access required |
|--------|--------|-----------------|
| **Edit** | Draft | Cash Advance Request — Edit |
| **Delete** | Draft | Cash Advance Request — Delete |
| **Create New Cash Advance** | Any | Cash Advance Request — New (shortcut to create another) |
Bulk Cash Advance Request
Available from the cash advance list when **Allow Employee Editing?** is enabled and the user has **Cash Advance Request — New** access.
Use this flow to raise cash advance requests for multiple employees in one batch (for example after a field tour or team payout).
Step 1 — Select employees
| Control | Purpose |
|---------|---------|
| **Date** | Shared request date for all lines |
| **Notes** | Shared notes copied to each request |
| **Search employees…** | Filter by name, phone, or employee code |
| **Select All** / **Deselect All** | Toggle all employees in the current filter |
| **Department** | Optional filter when **Department — List** access is granted |
| Per-row checkbox + **Amount** | Select employee and enter individual amount |
Tap **REVIEW BULK CASH ADVANCE** when at least one employee is selected and every selected row has a valid amount.
Step 2 — Review and confirm
The **Review Bulk Cash Advance** screen lists each selected employee with amount and shows the total. Tap **CONFIRM** to create all draft requests in one batch. On success the app returns to the cash advance list.
Access summary
| Feature | List | New | View | Edit | Delete |
|---------|------|-----|------|------|--------|
| Expense Claim | Expense Claim — List | Expense Claim — New | Expense Claim — View | Expense Claim — Edit | Expense Claim — Delete |
| Cash Advance Request | Cash Advance Request — List | Cash Advance Request — New | Cash Advance Request — View | Cash Advance Request — Edit | Cash Advance Request — Delete |
Bulk create additionally requires **Allow Employee Editing?** in user settings. Department filter on bulk create requires **Department — List**.
For **Attendance Entry** on the More tab, see [Attendance](field-sale-app/hr-and-payroll/attendance.md).
FAQ
Can I approve expense claims from the app?
The app creates and edits draft expense claims and cash advance requests. Approval workflow runs on the web HRMS unless mobile approve actions are granted on your role.
What is bulk cash advance?
Create draft cash advance requests for multiple employees in one batch when Allow Employee Editing? is enabled in user settings and list permissions are granted.
Why is Department filter missing on bulk create?
Grant Department — List on the Field Sale App role to filter employees by department on the bulk cash advance screen.
Do HR documents sync immediately?
Yes after save and successful sync. Open the web HRMS module to track approval status on submitted requests.
Where is attendance documented?
See Attendance for multi-select bulk attendance entry on the More tab — select many employees, apply shared status and overtime, then edit exceptions individually.
- [Attendance](field-sale-app/hr-and-payroll/attendance.md)
- [Transactions — More tab](field-sale-app/transactions.md?id=more-tab)
- [Settings — user defaults](field-sale-app/settings.md)