Available for the following Payroll plans: Standard, Premium
You can use this feature to add employee expense requests into a Pay Run and also to delete this entry if you added it in error. However, expense requests need creating before you can assign them to an employee during the Pay Run. Once you have created an expense request, a Pay Run needs to be created next, before you can add or remove an employee expense line.
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Getting started
Apply an expense request
Important
Applying a pending expense request to a Pay Run will change the status of the expense request from pending to approved.
- Click the Pay Run menu.
- Click on a Pay Run that needs an expense request applied.
- Click on the Expense Requests tab.
- Click the Apply button.
Bulk apply expense requests
Important
Applying a pending expense request to a Pay Run will change the status of the expense request from pending to approved.
- Click the Pay Run menu.
- Click on a Pay Run that needs an expense request applied in bulk.
- Click on the Expense Requests tab.
- Click the Bulk Apply button.
- Complete the Employee Selection tick box for the expense requests that need adding to the Pay Run.
- Click the Apply Expenses button.
Daily activity
View an expense request
- Click the Pay Run menu.
- Click on a Pay Run that needs an expense request viewed.
- Click on the Expense Requests tab.
- Click the View button.
Deleting data
Delete an expense request
- Click the Pay Run menu.
- Click on the Pay Run that needs an employee expense line removed.
- Click on the Expense Requests tab.
- Click on the employee's name who needs an expense line removed.
- Click the Delete button next to the expense that requires removal.
- Click the Delete button.
Explore related content
- Manage your organisation's expense categories This payroll platform article will show you how to create, modify, or delete expense categories.
- Manage pay run expense lines This payroll platform article will walk you through using this feature to add or delete expense lines for an employee during the Pay Run.
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