Managing pay run expense requests via the payroll platform

Available for the following Payroll Plan: 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

Getting started

Applying 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.

  1. Click the Pay Run menu.
  2. Click on a Pay Run that needs an expense request applied.
    screenshot of pay run menu, highlighting a pay run
  3. Click on the Expense Requests tab.
  4. Click the Apply button.
    screenshot of expenses requests tab, highlighting apply button
Bulk applying expense requests

Important

Applying a pending expense request to a Pay Run will change the status of the expense request from pending to approved.

  1. Click the Pay Run menu.
  2. Click on a Pay Run that needs an expense request applied in bulk.
    screenshot of pay run menu, highlighting a pay run
  3. Click on the Expense Requests tab.
  4. Click the Bulk Apply button.
    screenshot of expenses requests tab, highlighting bulk apply button
  5. Complete the Employee Selection tick box for the expense requests that need adding to the Pay Run.
  6. Click the Apply Expenses button.
    screenshot of bulk apply expenses screen, highlighting apply expenses button

Maintain

Deleting an expense request
  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 Expense Requests tab.
  4. Click on the employee's name who needs an expense line removed.
    screenshot of expenses requests tab, highlighting employees name
  5. Click the Delete button next to the expense that requires removal.
    screenshot of employees name menu, highlighting delete button
  6. Click the Delete button.
    screenshot of delete confirmation screen
Viewing an expense request
  1. Click the Pay Run menu.
  2. Click on a Pay Run that needs an expense request viewed.
    screenshot of pay run menu, highlighting a pay run
  3. Click on the Expense Requests tab.
  4. Click the View button.
    screenshot of expenses requests tab, highlighting view button

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