HR mobile app: Expense management

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 to approve, approve pending further information or decline employee expense claims either in bulk or individually. You can also use this feature to edit the information if it needs correcting and delete a submission that is no longer required.

Availability

HR Plan:   Free   Standard   Premium   Platinum

Getting Started

Approving an expense claim
  1. Log into the mobile application.
  2. Tap the Expense Claims button.
    Expense_1.jpg
  3. Tap the expense claim that needs
    approving.
    Expense_2.jpg
  4. Tap the Approve Expense button.
    Expense_3.jpg
  5. Tap the Approve button.
    Expense_11.jpg
Requesting further information
  1. Log into the mobile application.
  2. Tap the Expense Claims button.
    Expense_1.jpg
  3. Tap the expense claim that needs
    further information requested.
    Expense_2.jpg
  4. Tap the Pending Via Comment
     button.
    Expense_4.jpg
  5. Enter a comment and tap the
    Send Comment button.
    Expense_5.jpg
Declining an expense claim
  1. Log into the mobile application.
  2. Tap the Expense Claims button.
    Expense_1.jpg
  3. Tap the expense claim that needs
    declining.
    Expense_2.jpg
  4. Tap the Decline Expense
     button.
    Expense_6.jpg
  5. Enter a comment and tap the
    Decline Expense button.
    Expense_7.jpg

Maintain

Viewing an expense claim
  1. Log into the mobile application.
  2. Tap the Expense Claims button.
    Expense_1.jpg

    Helpful Hint

    You will see the pending
    expense claims displayed
    on your screen

    Expense_8.jpg
Editing an expense claim
  1. Log into the mobile application.
  2. Tap the Expense Claims button.
    Expense_1.jpg
  3. Tap the expense claim that needs
    editing.
    Expense_2.jpg
  4. Tap the Edit button.
    Expense_9.jpg
  5. Make the required changes
    and click the Save button. 
    Expense_10.jpg
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