Available for the following HR plans: Premium, Platinum
Available for the following Payroll plan: Premium
Available for the following user access level: Admin
The Expense Categories feature provides a list of expense categories that can be assigned to your employees. This list includes the various categories you have created in your payroll platform, along with their associated tax codes and tax rates.
Note that expense categories are managed through the payroll platform. Any changes you make in the payroll system will automatically sync and be reflected in the HR platform.
Important
If your organisation uses the HR platform as a standalone, meaning you are not connected to a payroll platform, refer to this article.
View data
Your expense categories are automatically synced from your payroll platform to your HR platform.
- Click the Settings menu.
- Under Payroll Settings, click the Expense Categories submenu.
- You will now be on the Expense Categories page. Here you can see an updated list of your expense categories from your payroll platform.
Helpful Hint
You can now manage your expense categories on the payroll platform. Any changes you make there will automatically sync to your HR platform.
Important
If a category on the Expense Categories page has a red exclamation point icon, it means that the category is disabled.
Fix errors with expense categories
If the expense categories in your HR platform do not match the payroll platform, you can troubleshoot the issues using the following steps to manually update your expense categories.
- Click the Settings menu.
- Under General Settings, click the Add-ons submenu.
- Click the Actions dropdown button for Employment Hero Payroll.
- Click Update.
- Click the Update from Payroll button for Pay Items.
The 'Update from Payroll' button will only appear when you receive an error message on the Expense Categories page.
- Click the Settings menu.
- Under Payroll Settings, click the Expense Categories submenu.
- Click the Update from Payroll button.
Further information
If an expense category in your HR platform does not match with an expense category in your payroll platform, it will be disabled. You cannot delete disabled expense categories if they have been used to create expenses within the HR platform.
Yes, you can create, edit, and manage expense categories in your payroll platform.
You can still manage expenses in the HR platform. It is only the expense categories that need to be managed in the payroll platform.
If an expense category is not showing, try clearing your cache or using incognito mode. Occasionally, a device may not work but this often fixes the issue.
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