Workzone: Approving expense claims

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 Management feature on the WorkZone app to approve or decline employee submitted expense claims. You can also use this feature to edit an employee submitted expense claim, search for a specific entry, and delete a record that is no longer required. 

Availbility

Payroll Plan:

Standard

Premium

Getting Started

Approving an expense claim

1. Log into the WorkZone application.
2. Tap the Selection menu and
   select the required business portal.
3. Tap the Expenses button. 
4. Tap the expense claim that needs
   approval.
   
5. Tap the Approve button.
   

Declining an expense claim

1. Log into the WorkZone application.
2. Tap the Selection menu and
   select the required business portal.
3. Tap the Expenses button. 
4. Tap the expense claim that needs
   declining.
   
5. Tap the Decline button.
   
6. Enter a reason for declining
   the expense and tap the Decline
   button.
   

Maintain

Searching expense claims

1. Log into the WorkZone application.

2. Tap the Selection menu and
   select the required business portal.
3. Tap the Expense button.  
4. Tap the Search button.
   
5. Select from the following filters:
   • Status.
   • Expense category.
   • Date range.
   • Employee.
   • Location.
6. Tap the Done button.
   

Editing an expense claim

1. Log into the WorkZone application.

2. Tap the Selection menu and
   select the required business portal.
3. Tap the Expense button.  
4. Tap the expense claim that needs
   editing.
   
5. Make the required changes
   and click the Save button.
   

Canceling an expense claim

1. Log into the WorkZone application.

2. Tap the Selection menu and
   select the required business portal.

3. Tap the Expense button. 

4. Tap the expense claim that needs
   cancelling.
   
5. Tap the Cancel Expense Claim
   button.
   
6. Tap the Yes Cancel
   Expense Claim button.