Transport Adding & TA Bills Monitoring

 ⇉ What Will We Cover ?

1. Transport Adding
2. TA Approve & reject
3. Supportive Documents Check 
4. Bulk Approve or Reject

◜1. Transport Adding◝

Transport adding means to add the vehicle which users normally use while traveling to ensure his duty.

Image 1

• Go to Transport Panel
• Click on Add
• Enter Vehicle Name & click on SAVE. Then the vehicle will be added which will appear on Mobile App while selecting transport to make TA
• You can edit the names as well by click on Update.

◜2. TA Approve & Reject◝

Image 2

• Click on Travel Allowance.
• You can use filter as mentioned on Image 2 by User Wise, Code Wise, Date Wise , Territory Wise, even Amount Wise as well.
• Make sure to click on Done after making any filtration.

If you want to approve the TA ,

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• Click on right sign. Then you can see Approve. If you click on Approve, the status for this specific TA will be changed for approved.
• You can add comments/remarks as well if you want to.

If you want to reject the TA ,

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• Click on round cross of a specific TA. You can see reject. If you click on Reject , then the status will be changed as Rejected. 
• You can type the reason for rejection as well on Remarks box.

◜3. Supportive Documents Check of TA◝

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• You can check the images of supportive documents [ Example : Bus Tickets ] by clicking on Images. It will help you to make decision for accepting and rejecting.

◜4. Bulk Approve or Reject◝

You can approve or reject all TA at a single click if you want to. But It is wise to check the TA one by one.

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• Click on left box of Name Column.
• You can see that 15 TA's have been selected at a time.
• If you want to select all, then please click on select all items.
• Click on Bulk Action. You can see Approve & Rejection popup.
• The status will be changed as your click.

Note:   Please make filter on user wise and date wise to approve or reject.