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.
   
3. Tap the expense claim that needs
   approving.
   
4. Tap the Approve Expense button.
   
5. Tap the Approve button.
   

Requesting further information

1. Log into the mobile application.
2. Tap the Expense Claims button.
   
3. Tap the expense claim that needs
   further information requested.
   
4. Tap the Pending Via Comment
    button.
   
5. Enter a comment and tap the
   Send Comment button.
   

Declining an expense claim

1. Log into the mobile application.
2. Tap the Expense Claims button.
   
3. Tap the expense claim that needs
   declining.
   
4. Tap the Decline Expense
    button.
   
5. Enter a comment and tap the
   Decline Expense button.
   

Maintain

Viewing an expense claim

1. Log into the mobile application.
2. Tap the Expense Claims button.
   
   

   Helpful Hint

   You will see the pending
   expense claims displayed
   on your screen

   

Editing an expense claim

1. Log into the mobile application.
2. Tap the Expense Claims button.
   
3. Tap the expense claim that needs
   editing.
   
4. Tap the Edit button.
   
5. Make the required changes
   and click the Save button.