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Managing expense claims | Payroll Work

Updated

You can use the Expense submission feature on the EH Work app 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.

Helpful Hint

If claims management is one of your most commonly-used features, then this will appear on the EH Work home screen as a shortcut for easy access.

Add an expense claim
  1. Open the EH Work app.
  2. Tap on the Work icon.
  3. From the Work home view, scroll the top menu to the left until you see Expense.
  4. Tap on Expense along the top bar of the Work home screen.
    screenshot of where to tap on expense
  5. From the Expense view, you can create a new claim by pressing the Expense Claim button.
    screeshot of where to add description of expense.jpg
  6. Next, add a description for the new claim.
    screeenshot of where to add a description of the expense
  7. Tap + Add Expense. You will need to enter the following details for your claim:
    screenshot of where ti tap on plus sign add expense
    • Expense date.
    • Expense Category (E.g. reimbursement, new expense, etc).
    • Location.
    • Notes.
    • $ Amount.
    • Tax Code. (then Tax Rate)
  8. Tap Submit.
  9. You can then also choose to add any attachment necessary. Tap Add attachment.
  10. Select a file or photo.
  11. Tap Submit.
    Screenshot of where to tap on submit

    Important

    If you are a HR and payroll user, once the expense claim has been approved it will sync to payroll where it will be included in your pay run. The option to manually mark an expense as paid is still available

Edit an expense claim
  1. Open the EH Work app.
  2. Tap on the Work icon.
  3. Tap on Expense along the top bar of the Work home screen.
    tap on expense in the top bar in the work home screen.jpg
  4. Select the claim you wish to edit.
    Screenshot of where to tap on the expense that you want to edit
  5. Tap the line item.
    Screenshot of where to tap on the expense that you want to edit
  6. This will open the claim details. Edit any that you wish to:
  • Expense date.
  • Expense Category (E.g. reimbursement, new expense etc).
  • Location.
  • Notes.
  • $ Amount.
  • Tax Code. (then Tax Rate)
  1. Tap Save.
  2. Add or edit/remove any attachments. 
  3. Tap Save.
    Screenshot of where to tap save on the expense that you want to edit
Cancel an expense claim
  1. Open the EH Work app.
  2. Tap on the Work icon.
  3. Tap on Expense along the top bar of the Work home screen.
    tap on expense in the top bar in the work home screen.jpg
  4. You can only cancel pending claims. Select the claim you wish to cancel.
  5. Tap on Cancel expense claim.
    Screenshot of where to tap cancel on the expense that you want to remove
  6. Confirm by tapping Yes, cancel expense claim.
    tap yes cancel expense claim
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