Functionality: Provide access to review investment declarations and investment proofs, and allow them to be approved or rejected.
Accessibility: Admin and Finance role only
Process:
Path: Home>>Payroll>>In-Process>>Approve Form B/C
Steps:
- Select the financial Year and declaration type (Form B or C)
- Click Show
- Form B is investment declaration form and form C is actual investment with proof/document
- Employees list will be displayed alongwith the status (Approved, Pending, Partially Approved).
- Click on employee name to view the form.