Available for the following Payroll plans: Standard, Premium
Available for the following user access level: Admin
The expense reimbursement process allows employers to pay back employees who have spent their own money on business-related expenses. When employees receive an expense reimbursement, typically they would not report such payments as wages or income. These types of reimbursable expenses occur when employees travel for work. But can come from other activities related to their employment; for example, certain purchases of work-related supplies or tools.
You can use the Expense Submission feature to send through an expense request for approval. With the ability to specify the date it occurred, the amount, the tax code, and location. You can also use this feature to edit an expense claim and cancel a submission that is no longer required.
Getting started
- Click the Account menu.
- Click on the employee portal you need to access.
- Click the Expense menu.
- Click on the Submit an Expense Claim button.
- Complete the following fields:
- Description.
- Line item:
- Date incurred.
- Expense category.
- Notes.
- Amount.
- Tax code.
- Location.
- Click the Add Attachment button to add any required files.
- Click the Create button.
Maintain
Important
Editing your expense submission is only possible if your payroll admin has not applied or part-applied it in a pay run.
- Click the Account menu.
- Click on the employee portal you need to access.
- Click the Expense menu.
- Click the Edit button.
- Update the relevant information and then click the Save button.
Important
Cancelling your expense request is only possible if your payroll admin has not applied or part-applied it in a pay run.
- Click the Account menu.
- Click on the employee portal you need to access.
- Click the Expense menu.
- Click the Delete button.
- Click the Cancel Request button.