Available for the following payroll plans: Premium, Platinum, Unlimited
Available for the following user access levels: Admin
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
- Go to Pay > Expenses.
- Scroll down and click the + Create Expense Claim button.
- Complete all of the required fields.
- Click the Submit button.
- Go to Pay > Expense Management.
- Approve Individually: Locate the specific expense, click the three dots in the Action column, and select Approve.
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Approve in Bulk: To process multiple items at once, select the checkboxes next to the desired expenses and click the green Approve Selected button.
- Go to Pay > Expense Management.
- Decline Individually: Locate the expense you wish to reject, click the three dots in the Action column, and select Decline.
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Decline in Bulk: To reject multiple items at once, check the checkboxes for the relevant expenses and click the red Decline Selected button.
Manage Submitted Expenses
- Go to Pay > Expense Management.
- Click the three dots in the Action column and select Edit.
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Choose an Action:
Request Clarification: After making changes, click Pending via comment. This allows you to send a note to the employee explaining the edits. The claim status will update to Pending, and you will be notified once the employee resubmits it.
Immediate Approval: If no further input is needed, click Approve expense to finalize the edited claim immediately.
- Go to Pay > Expense Management.
- Click the three dots in the Action column and select Delete.
- In the pop-up, click the Delete button.