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How do I submit and manage expense claims?

Updated

Available for the following plans: Employment Unlimited
Available for the following user access levels: Admin

You can use the Expense feature to send through an expense request for approval, with the ability to specify the date of purchase, the amount paid, the supplier, and attach any required receipts. You can also use this feature to edit an expense claim and delete a submission that is no longer required.

Getting started

Add an expense claim
  1. Log into Employment Hero.
  2. Click the Pay menu.
  3. Click the Expenses submenu.
  4. Click the Create an Expense Claim button.
  5. Complete the following fields:
    • Description
    • Date of purchase
    • Expense category
    • Cost centre
    • Notes
    • Amount paid

  6. Click or drag the desired attachment onto the Upload tile.

    Helpful Hint

    The platform accepts either a PNG, PDF or JPG file with a maximum file size of 10MB.

  7. Click the Submit button.

Maintain

View an expense claim
  1. Click the Pay menu.
  2. Click the Expenses submenu.
  3. You will see your submitted expenses on this screen.
     
Edit an expense claim
  1. Log in to Employment Hero.
  2. Click the   Pay menu.
  3. Click the Expenses submenu.
  4. On your desired expense claim, click on the pen icon to edit the expense.
     
  5. Make the required changes and click the Submit button.
Delete an expense claim
  1. Click the Pay menu.
  2. Click the Expenses submenu.
  3. On your desired expense claim, click on the bin icon to delete the expense.
  4. Click the Cancel Request button.

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