Available for the following Payroll classic plans: Standard, Premium
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
Add employee expense
- Click the Expenses menu.
- Click the Create Expense Request button.
- Complete the following fields:
- Employee
- Description
- Line item:
- Expense date
- Expense category
- Location
- Notes
- Tax code
- Tax rate
- Amount
- Attachments
- Click the Create button.
Approve employee expense
- Click the Expenses menu.
- Click the Approve button.
Decline employee expense
- Click the Expenses menu.
- Click the Decline button.
A window with the title Decline Expense Request for [the employee's name] will now appear.
- In the Decline Expense Request for [the employee's name] window, type the reason for declining the expense.
- Click the Decline button.
Manage data
Filter employee expenses
- Click the Expenses menu.
- Use the following filters to customise what expenses the platform displays:
- Employee status
- Expense category
- Date range
- Employee
- Location
Edit employee expense
- Click the Expenses menu.
- Click the Edit button.
- Make the required changes and click the Save button.
Delete employee expense
- Click the Expenses menu.
- Click on the Delete button.
- On the Delete this request window that will now appear, click the Delete button.
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