Once employees have been given access to create Expense Requests in the Employee Portal, they are able to create requests by logging in and clicking the "Expenses" menu item.
From here, they will be prompted to enter the expense details such as:
- Expense Category
- Date Incurred
- Option to add an attachment
Once the employee save the request by clicking the "Create" button, an email will be sent to them confirming the request, along with an email to any linked managers notifying them of the request so that it can be approved or declined.
NB - as long as the 'Date Incurred' of the expense is before the end date of the next pay run it will automatically be included in the next pay run once it has been approved.