This section will show you how to open your administrative dashboard settings:

1. Log in to Employment Hero.
2. Click the Settings icon on the left-hand menu.
3. Click the Expense Categories option.

4. View the two available dashboard tabs: Expense Categories and Expense Policies.

   

This section will show you how to establish specific rule-based limits for expense types:

1. Open the Expense Policies tab within your settings menu.

2. Click the Create Policy button to generate a new custom rule form.

   

3. Select the target classification from the Expense Category drop-down menu.

   

4. Enter a unique identifier in the Expense Policy Name field to differentiate this rule from other active allocations.
5. Set the maximum allowable numeric cap inside the Spending Limit field.
6. Choose your preferred budget refresh cycle from the Reset Period drop-down selector, with options for Monthly, Quarterly, One-time, or Annual frequencies.
7. Click the Add Policy button to register the custom rule on the platform view.

This section will show you how to allocate newly created rules to your staff segments:

1. Navigate to your active list on the Expense Policies workspace.
2. Click the three-dot menu button located at the edge of the row containing the item you need to adjust.

3. Click the Assign Employees option.

   

4. Determine the scope of distribution by selecting one of the following rule toggles:
   • Assign to all employees: Deploys the policy universally to every staff profile across the entire organisation.

   • Restrict to only those specifically assigned: Filters parameters so the custom policy applies strictly to profiles matching targeted conditions.

     

5. Refine visibility rules by selecting matching parameters from the Location or Team filter lines if you choose a restricted scope.
6. Click Save to apply the adjustments safely to the platform ledger.

This section will show you how to update or clear out outdated expense definitions:

1. Access either the Expense Categories or Expense Policies layout inside the management view.
2. Click the three-dot menu button located at the edge of the row containing the item you need to adjust.
3. Choose your intended operational choice:
   • Edit Category / Edit Policy: Reopens the baseline settings form filled with current data lines for rapid adjustment.

   • Delete Category / Delete Policy: Purges the targeted setup completely from the system grid.

     

4. Confirm your selection when prompted to update your live environment entries.

This section will show you how to review your current available balances via a web browser:

1. Navigate directly to your transaction summary screen by following the path: Home, then Pay, and then click Expenses.

   

2. Review your active Expense Allowance Cards positioned directly across the top layout of the web page.

   

3. Assess the real-time balance metrics displayed transparently on each active card section:
   • Paid: The accumulated total value already processed and reimbursed to you during the cycle.
   • Approved: The total value officially authorised by administration that is ready for final payout.
   • Pending: The total value currently submitted and resting in the supervisor queue for evaluation.
   • Remaining: Your real-time leftover budget allowance before the designated policy cycle resets.
4. Note the update schedule listed directly on the card to identify when your current spending allowance resets for the next cycle.
5. Click the Show All (X more) link to expose additional category dashboards if you have extensive active rules configured on your profile.
6. Scroll down further on the workspace to evaluate the updated Expense History table, which now catalogues an itemised ledger of every historical expense line you have submitted.

This section will show you how to manage your mobile allowance overview:

1. Open the Swag App on your personal mobile device.

2. Navigate into your personal Expenses screen dashboard area.

   

3. Observe the top section view to locate your condensed card layout container where all active category configurations sit safely within a simplified, glanceable view.

   

4. Tap on any single item line option inside that overview frame to populate an itemised spending breakdown.

This section will show you how to draft an individual claim request:

1. Open the expense claim submission interface on either the web platform workspace or the mobile app workflow.
2. Select the appropriate field entry option from the Expense Category drop-down menu layer.
3. Verify your live status updates via the inline card component that automatically populates right below the drop-down line to flag your current Remaining, Paid, Approved, and Pending balances.

4. Complete all standard transaction entries, invoice details, and attach your file copy.

   

5. Click Submit to upload your record to the management tracking desk.