Introduction

Updating the final permissible amount for a user’s investment declaration in uKnowva ensures that the declared investments comply with company policies and tax regulations.

This process allows HR or payroll administrators to review the declarations submitted by employees and make necessary adjustments before finalizing them.

By following the steps outlined in this guide, you can efficiently access, review, and update the permissible amount for investment declarations.

Accessing the Investment Approval Section

Step 1: Open the Investment Approval Menu

To begin, navigate to the HR menu from the side navigation panel. Click on it to expand the available options, then select the Payroll sub-menu.

Under Payroll, you will find multiple sub-menus related to payroll and taxation management. From this list, select Investment Approval to proceed.

Step 2: View All Investment Declarations

Once you enter the Investment Approval section, a new interface will open displaying a list of users whose investment approvals are pending.

By default, only pending requests are shown. To view all users and their respective investment declarations, click on the View All button located above the list.

This will expand the view and display a detailed table containing investment declaration data for all employees.

Updating the Final Permissible Amount

Step 3: Select the Investment Amount to Edit

In the detailed table, locate the employee and the specific declaration for which you need to update the final permissible amount.

Click on the amount value that needs to be modified. This action will open a new interface displaying the full details of the investment declaration, including the previously entered permissible amount.

Step 4: Modify the Final Permissible Amount

At the bottom-right corner of the interface, you will find the Update Final Permissible Amount button.

Click on it to open the editing panel. In this interface, you can adjust the permissible investment amount based on company policies, tax regulations, or any other relevant criteria.

Step 5: Save the Updated Amount

After entering the revised final permissible amount, review the details carefully to ensure accuracy.

Once verified, click on the Save button to apply the changes. If you do not wish to proceed with the update, you can click the Cancel button to discard any modifications.

Conclusion

That’s it!

You’ve now successfully updated the final permissible amount for an investment declaration in uKnowva, ensuring compliance with financial policies and accurate payroll processing. This feature allows HR and payroll administrators to review and modify investment details seamlessly.

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..