Introduction
Exporting pending investment declarations is a critical part of managing employee tax-saving submissions within the HR and Finance departments.
By exporting these declarations, HR teams can review submissions in bulk, perform audits, or maintain offline backups for future reference.
In uKnowva HRMS, the process to export these records is simple yet efficient, giving you flexible access to download pending declarations in Excel format for further analysis or documentation.
This article will guide you through the steps required to export pending investment declarations from two different interfaces within the uKnowva HRMS platform.
Step 1: Export from the Pending Approvals Interface
If you're unsure how to access the Pending Investment Declarations page, you can refer to this detailed tutorial: Accessing and Searching for Pending Investment Declarations in Your uKnowva HRMS Instance.
At the top-right corner of this page, just above the list of declarations awaiting action, you will find the Export to Excel button.
Clicking this button immediately triggers a download of the list in Excel format.
This exported file can then be used for internal record-keeping, communication with other departments, or for further cross-verification of declared proofs submitted by employees.
Step 2: Export from the View All Interface
Alternatively, if you prefer to review a more detailed version of the declarations before exporting, click the View All button on the Pending Approvals page.
This action opens an expanded view that categorises investment declarations under different sections like House Rent Allowance, Section 80C, and Section 80D.
The Excel format ensures ease of sorting, filtering, and integrating data with other financial tools or systems as needed.
This detailed layout helps you evaluate employee submissions before deciding to download the full dataset.
In this interface, the Export button is placed next to the Funnel icon in the top-right corner, above the declaration list.
Clicking this button downloads the comprehensive list of pending declarations in Excel format, giving you access to all the required data in a well-organised structure suitable for compliance, review, and archiving.
Conclusion
That’s it!
You’ve now successfully exported pending investment declarations from uKnowva HRMS.
By following this process, you ensure quick access to critical data, allowing your HR or Finance team to manage, evaluate, and back up employee tax-saving declarations efficiently.
Whether you choose to export from the Pending Approvals view or the detailed View All interface, the system provides a seamless and user-friendly experience for handling bulk data.
If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..