Submit, track, and manage field-related expenses, conveyance, and advances - with approvals and records all in one place.
Field Finance gives field employees a simple way to raise finance-related requests while they're out on the job, and gives authorized users a clear view of everything waiting for approval. Every request stays visible from submission through to its final status, so no one has to follow up by phone or email.
How to Access Field Finance
Log in to PrimeHR.
Go to Field Tracking → Field Finance.
Select the section you need: My Expenses, My Conveyance, My Advances, Pending Approvals, or All Requests.
My Expenses
Submit and track your expense claims from one screen.
New Expense - create and submit a new expense claim
Search - find an existing expense request
From Date / To Date - filter requests by date range
Status - filter requests by their current status
Clear Filters - reset all applied filters
Your submitted requests appear in the Expense Requests list based on the filters you've selected, so you can quickly check where each claim stands.
My Conveyance
Submit and track conveyance claims (travel costs incurred while doing field work, such as fuel or local transport). Use this section to raise new conveyance requests and monitor their approval status. [confirm: does this screen have the same Search, Date, and Status filters as My Expenses?]
My Advances
Request and track advances (money given to you before a field activity, to cover upcoming costs). Submit an advance request and follow its progress through the approval process.
Pending Approvals
A single view of all finance requests waiting for approval. Authorized users can review each pending request here and approve or reject it. [confirm: who can see this section - reporting managers, Admin, or both? And is "reject" an available action?]
All Requests
A complete view of every finance request submitted through Field Finance. Review requests across expenses, conveyance, and advances, and track their current status - useful for a consolidated picture of field finance activity. [confirm: is this section available to Admin only, or to other roles too?]
Why it helps
Field employees can raise claims on the go, without paperwork
Every request's status is visible in real time
Approvers see everything pending in one place
A complete record of field finance activity is always available for review