Adding an Expense Request on Behalf of an Employee

All you need to do in order to add an expense request on behalf of an employee is to click on the 'Manage Employees' > 'Expenses' tab on your dashboard:

mceclip0.png

The Employee Expenses screen allows you to view requests, with the ability to filter by:

  • Status
  • Expense Category
  • Date Range
  • Employee
  • Location

mceclip1.png

You can also edit, approve, decline or delete requests by clicking on the relevant symbols attached to the expense line. When you approve or decline an expense request, an email will be sent to the employee confirming the action.

mceclip2.png

Create a Single Expense Line

To create a new Expense Request, click on the button in the top right hand corner that says 'Create expense request':

mceclip3.png

After doing this, you will be presented with a pop up requiring the expense details:

mceclip4.png

The expense request will automatically be included in the next pay run for that employee once it is approved.

Create Multiple Expense Lines

If you travel for work or like to submit monthly expense reports, it’s handy to be able to submit a single expense claim with multiple line items. This means that only a single expense claim needs to be submitted and approved so that the expense claim process can be simplified. You can also attach multiple documents to a single expense claim so you can keep all your receipts together in a single claim.

Simply click the green '+' button next to 'Line Items' to add multiple expenses:

mceclip5.png

 

Managers can be given access to View, Create and Approve expenses by going to 'Payroll settings' > Manager Users.

Likewise, employees can be given access to create their own expense requests within the Employee Self Service Portal but they must be given access first by going into 'Payroll settings' > Employee Portal Settings. 

If you have any questions or feedback, please let us know via support@nzpayroll.co.nz

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.