1. Employment Hero Help Centre (AU)
  2. Payroll Platform
  3. Expenses
  4. Manager

Manage expenses on the Payroll platform

James Nixon
Updated
EH Content Team

Available for the following Payroll plans: Standard, Premium

The expense reimbursement process lets employers pay back employees who have spent their own money on business-related expenses.

This article shows you how you can use the Expense Management feature to approve or decline employee-submitted expense claims or submit one for an employee. You can also use this feature to edit an expense claim, filter the displayed results, and delete a record that is no longer required.

Getting started

Add employee expense
  1. Click the Expenses menu.
  2. Click the Create Expense Request button.
    Expense_1.jpg
  3. Complete the following fields:
    • Employee
    • Description
    • Line item:
      • Expense date
      • Expense category
      • Location
      • Notes
      • Tax code
      • Tax rate
      • Amount
    • Attachments
  4. Click the Create button.
    Expense_2.jpg
Approve employee expense
  1. Click the Expenses menu.
  2. Click the Approve button.
    Expense_3.jpg
Decline employee expense
  1. Click the Expenses menu.
  2. Click the Decline button. 
    Expense_4.jpg A window called Decline Expense Request for [Employee Name] will now appear.

  3. In the Decline Expense Request for [Employee Name] window, type the reason for declining the expense.
  4. Click the Decline button.
    Expense_5.jpg

Manage data

Filter employee expenses
  1. Click the Expenses menu.
  2. Using the following filters to customise what expenses the platform displays:
    • Employee status
    • Expense category
    • Date range
    • Employee
    • Location
    Expense_6.jpg
Edit employee expense
  1. Click the Expenses menu.
  2. Click the Edit button. 
    Expense_7.jpg
  3. Make the required changes and click the Save button.
    Expense_8.jpg
Delete employee expense
  1. Click the Expenses menu.
  2. Click the Delete button.
    Expense_9.jpg
  3. On the Delete this request confirmation window that will now appear, click the Delete button.
    Expense_10.jpg

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Comments

4 comments
Date Votes
  • Avatar
    Komal Sudhan

    manager approved  expense was  rejected by EH - not sure  how to get this further  processed.

    0
  • Avatar
    Xiang Hong Ong
    EH Content Team

    Hi Komal Sudhan, thank you for your comment.

    I have raised a ticket for our support team to further assist in your enquiry. A member of our team should get back to you shortly.

    0
  • Avatar
    Katrina MacDonald

    You have the ability to export as a CSV from the HR platform, is there an option to upload the CSV into the payroll platform to manage reimbursement for employees? 

    0
  • Avatar
    Dominic Support
    EH Content Team

    Hi Katrina MacDonald, thanks for getting in touch. There's not currently that option, unfortunately. However, I will raise this with our product team as a feature request.

    0

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