Managing pay run expense lines via the the payroll platform

Available for the following Payroll Plan: Standard, Premium

You can use this feature to add expense lines for an employee during the Pay Run. You can also use this feature to delete an entry added in error. However, expense categories need creating before you can add them into the Pay Run. Once you have created an expense category, a Pay Run needs to be created next, before you can add or remove an expense line.

Getting started

Adding an employee expense line
  1. Click the Pay Runs menu.
  2. Click on the Pay Run that needs an employee expense line added.
    screenshot of pay run menu, highlighting a pay run
  3. Click on the employee's name who needs an expense line added.
    screenshot of pay run menu, highlighting employee name
  4. Click the Actions button.
  5. Click the Add Expense button.
    screenshot of pay run screen, highlighting actions button and add expense menu item
  6. Complete the required fields within the Expenses section.
  7. Click the Save button.
    screenshot of pay run screen, highlighting expenses field and save button

Maintain

Deleting an employee expense line
  1. Click the Pay Run menu.
  2. Click on the Pay Run that needs an employee expense line removed.
    screenshot of pay run menu, highlighting a pay run
  3. Click on the employee's name who needs an expense line removed.
    screenshot of pay run menu, highlighting employee name
  4. Click the Delete button next to the expense that requires removal.
    screenshot of pay run screen, highlighting delete button
  5. Click the Delete button.
    screenshot of pay run screen with delete button prompt

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