Pay run: Expenses

Overview

This feature allows you to add additional expense lines for an employee during the pay run. You can also use this feature to delete employee expense lines.

Expenses categories need creating before you can assign them to an employee during the pay run. For details on how to create an expense category, refer to the following article.

Once you have created an expense category, a pay run needs creating next, before you can add or remove an employee expense line. For details on how to create a pay run, refer to the following article.

Availability

Payroll Plan:   Standard   Premium

Getting started

Adding an employee expense line
  1. Click the Pay Run menu.
  2. Click on the pay run that needs an employee expense line added.
    Expense_1.jpg
  3. Click on the employee's name who needs an expense line added.
    Expense_2.jpg
  4. Click the Actions button.
  5. Click the Add Expense button.
    Expense_3.jpg
  6. Complete the required fields within the expense section.
  7. Click the Save button.
    Expense_4.jpg

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.
    Expense_1.jpg
  3. Click on the employee's name who needs an expense line removed.
    Expense_2.jpg
  4. Click the Delete button next to the expense that requires removal.
    Expense_5.jpg
  5. Click the Delete button.
    Expense_6.jpg
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