Overview
The expense reimbursement process allows employers to pay back employees who have spent their own money for business-related expenses. When employees receive an expense reimbursement, typically they would not report such payments as wages or income. These types of reimbursable expenses occur when employees travel for work, but can come from other activities related to their employment, for example, certain purchases of work-related supplies or tools.
The Pay Run Inclusions Expenses feature allows you to set up an automated expense where you can choose the category, the date the inclusion starts on and the expense amount. You can also use this feature to edit any information entered previously and delete a record that is no longer required.
Availability
| Payroll Plan: | Standard | Premium |
Getting started
Adding an expense
- Click the Employee menu.
- Click the List submenu.
- Click on the employee who needs an expense created.
- Click the Pay Run Inclusions button.
- Click the Add button.
- Complete the following fields:
- Expense category.
- Location.
- Tax code.
- Amount (per pay run).
- Notes.
- When should this pay run inclusion start:
- Today.
- On the following date.
- When should this pay run inclusion expire:
- Never
- On the following date.
- After the following amount has been reached.
- Click the Save button.
Maintain
Editing an expense
- Click the Employee menu.
- Click the List submenu.
- Click on the employee who needs an expense edited.
- Click the Pay Run Inclusions button.
- Click on the employee expense that needs editing.
- Make the required changes and click the Save button.
Deleting an expense
- Click the Employee menu.
- Click the List submenu.
- Click on the employee who needs an expense deleted.
- Click the Pay Run Inclusions button.
- Click the Delete button.
- Click the OK button.
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