Functionality: Provide access to review investment declarations and investment proofs, and allow them to be approved or rejected. 

Accessibility: Admin and Finance role only


Path: Home>>Payroll>>In-Process>>Approve Form B/C


  • 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.