HR platform: Expense categories

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.

The Expense Categories feature allows you to create a list of expense categories you can allocate against your employees. This feature also allows you to disable an expense category if it is no longer in use, edit the data if it needs updating and delete a record if it is no longer required.

Availability 

HR Plan:   Free   Standard   Premium   Platinum

Getting started

Creating an expense category
  1. Click the Payroll Settings menu.
  2. Click the Expense Categories submenu.
  3. Click the Add Expense Category button.
    Expense_1.jpg
  4. Complete the following fields:
    • Name.
    • Tax rate.
  5. Click the Save button.
    Expense_2.jpg

Maintain

Editing an expense category
  1. Click the Payroll Settings menu.
  2. Click the Expense Categories submenu.
  3. Click the Actions button.
  4. Click the Edit button.
    Expense_3.jpg
  5. Make the required changes and click the Save button.
    Expense_4.jpg
Disabling an expense category

Important

The disabling of an expense category will remove it from the list of expense categories an employee can select from when creating an expense claim. It will not remove it from historical claims.

  1. Click the Payroll Settings menu.
  2. Click the Expense Categories submenu.
  3. Click the Actions button.
  4. Click the Disable button. 
    Expense_5.jpg
  5. Click the Disable button.
    Expense_6.jpg
Enabling an expense category

Important

The enabling of an expense category will add it to the list of expense categories an employee can select from when creating an expense claim.

  1. Click the Payroll Settings menu.
  2. Click the Expense Settings submenu.
  3. Click the Actions button.
  4. Click the Enable button.
    Expense_7.jpg
  5. Click the Enable button.
    Expense_8.jpg
Deleting an expense category

Important

The deleting of an expense category is only available when you have not used an expense category within an expense claim.

  1. Click the Payroll Settings menu.
  2. Click the Expense Categories submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    Expense_9.jpg
  5. Click the Delete button.
    Expense_10.jpg
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