Overview
The expense reimbursement process allows employers to pay back employees who have spent their own money on business-related expenses. Watch the video below to understand how to create a new expense category that your employees can use when submitting their expenses via the Employment Hero Work app.
Important
To assign employees access to the Expenses feature, you will need to update your organisations Employee Portal Settings.
Watch the training video
Read step-by-step articles
We have listed below some additional articles you can read on this topic:
- Manage your organisations expense categories
- How do I download my employee expense category data via Payroll classic?
- Employee reporting: Expense reimbursements
- Payroll classic: Expense management
- The Employment Hero Work app: Submitting an expense claim
- Payroll classic: Employee portal settings
- Payroll classic: Employee portal access management
FAQs
I need to update the tax code connected to an Expense Reimbursement. How do I do this?
You can do this by navigating to the Expense Categories page in the Payroll Settings module and selecting the applicable category. The details will expand and you can edit the tax code and tax rate accordingly.
Does the expenses module in Employment Hero HR link to Payroll?
No, the expenses module in Employment Hero HR is separate to the expenses described in this article. If you decide not to use the expenses module in Employment Hero Payroll, you can find out more about the HR classic Expenses feature in the following article.