All you need to do in order to add an expense request on behalf of an employee is to click on the "Manage Employees" tab on your dashboard:
The Employee Expenses screen allows you to view requests, with the ability to filter by:
- Expense Category
- Date Range
- Group By - Employee or Expense Category
You can also edit, approve decline or delete requests by clicking on the relevant symbols attached to the expense line. When you approve or decline an Expense Request an email will be sent to the employee confirming the action.
To create a new Expense Request, click on the button in the top right hand corner that says "Create Expense Request".
After doing this, you will be presented with a pop up requiring the expense details:
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 employees next pay run.
The expense request will automatically be included in the next pay run for that employee once it is approved.
Managers can be given access to View, Create and Approve expenses by going to Payroll Settings -> Manager Users. Likewise, employees can be given access to create their own expense requests within the Employee Self Service Portal but they must be given access first by going into Payroll Settings -> Employee Portal Settings.