Workzone: Submitting an expense claim

Overview

The expense reimbursement process allows employers to pay back employees who have spent their own money for 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 on the WorkZone 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. 

Availbility

Payroll Plan:   Standard   Premium

Getting Started

Adding an expense claim
  1. Log into the workzone application.
  2. Tap the Selection menu and
    select the required employee portal.
  3. Tap the My Expenses button. 
  4. Tap the Add button.
    Expense_1.jpg
  5. Complete the Description field.
  6. Tap the Add Expense or Add
    Another Expense
    button and
    enter the details of your expense
    claim.
  7. Tap the Add Attachment or
    Add Another Attachment
    button
    and upload any required supporting
    documentation. 
  8. Tap the Submit button.
    Expense_2.jpg

Maintain

Editing an expense claim
  1. Log into the workzone application.

  2. Tap the Selection menu and
    select the required employee portal.
  3. Tap the My Expenses button.  
  4. Tap the expense claim
    that needs editing.
    Expense_3.jpg
  5. Make the required changes
    and click the Submit button.
    Expense_4.jpg
Canceling an expense request
  1. Log into the workzone application.

  2. Tap the Selection menu and
    select the required employee portal.
  3. Tap the My Expenses button. 

  4. Tap the leave Request
    that needs deleting.
    Expense_3.jpg
  5. Tap the Cancel Expense
    Claim
     button.
    Expense_5.jpg
  6. Tap the Yes Cancel
    Expense Claim
     button.
    Expense_6.jpg
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