Employees are able to submit expense requests straight from their smartphone using the WorkZone app, including the ability to attach a supporting document just by using their Smartphone’s camera.
You will need to grant the employees with the ability to submit an expense request from the Employee Portal Settings:
Once the Employee Portal Settings have been activated, the employee must install the latest version of WorkZone by clicking here:
Employees can access expenses in two ways. The expenses icon at the bottom of the home screen or the expenses area of the home screen:
Tap on '+' to begin a new expense claim:
Enter a description and then tap on 'Add expense':
Add the details of the expense. This includes:
- Expense Date (this is the date the expense was incurred)
- Expense Category
- Tax Code & Tax Rate (optional)
Once the details of the claim have been saved the employee can also add an attachment if required:
They can add the attachment from an already stored photo from the gallery on their phone, a document from the saved files on their phone or they can take a photo using the camera on their phone.
Once all the details are correct, tap on 'Submit':
The expense request has been submitted to the manager/employer for approval!
If you haven’t already, get your employees to download WorkZone immediately by clicking here:
If you have any questions or feedback please let us know via firstname.lastname@example.org.