Question
As a manager of a HeroForce employee, how do I ask my employee to make updates to their expense claims in-platform?
Answer
As a manager of a HeroForce employee, we will notify you via email when your employee submits an expense claim. At this time, you can then log into the platform to review the claim. If you need the employee to provide additional information or change existing information, you can send this back to them and ask them to resubmit the expense claim.
- Click the Pay menu.
- Click the Management submenu.
- Click the Actions button.
- Click the View button.
- Click the Pending via Comment button.
- Enter a comment or question you would like to send to your employees.
Important
Once you have requested further information on the submitted expense claim, the expense claim will then move to a pending status automatically.
- Click the Send Comment button.
Author recommended
So you have now sent an expense back, and you are wondering, what can I do next? There are two recommendations I would make on this front and they are:
- How do I decline an expense? This article walks you through what you need to do to decline an expense claim from a HeroForce employee.
- How do I resubmit an expense? This article walks you through what the employee needs to do when you send an expense claim back to them.