Workzone: Submitting an expense claim

Jameson Nixon

Updated 05 July 2021 00:14

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.

You can use the Expense Submission feature on the WorkZone app to send through an expense request for approval, with the ability to specify the date it occurred, the amount, the tax code and location. You can also use this feature to edit an expense claim and cancel a submission that is no longer required.

Availbility

Payroll Plan:

Standard

Premium

Getting Started

Adding an expense claim

Log into the WorkZone application.
Tap the Selection menu and
select the required employee portal.
Tap the My Expenses button.
Tap the Add button.
Complete the Description field.
Tap the Add Expense or Add
Another Expense button and
enter the details of your expense
claim.
Tap the Add Attachment or
Add Another Attachment button
and upload any required supporting
documentation.
Tap the Submit button.

Maintain

Editing an expense claim

Log into the WorkZone application.
Tap the Selection menu and
select the required employee portal.
Tap the My Expenses button.
Tap the expense claim
that needs editing.
Make the required changes
and click the Submit button.

Canceling an expense request

Log into the WorkZone application.
Tap the Selection menu and
select the required employee portal.
Tap the My Expenses button.
Tap the leave Request
that needs deleting.
Tap the Cancel Expense
Claim button.
Tap the Yes Cancel
Expense Claim button.