WFM - Approving Expenses – Customer Care

Fig.1 Payroll Module

Fig.2 Employee Expenses

The Expense list defaults to ‘all’ when first entered. To search for entries from a particular employee or within a particular pay period, use the search functionality at the top of the screen

Fig.3 Search employee expenses

This will return a list of the expenses for that employee or within that date period

Fig.4 Expenses for employee within date period

To view the employee’s submitted expenses click on View on the far right hand side of the row

Fig.5 View expense

The next screen shows the status of the expense request, with a detailed list of the individual submissions for that period

Fig.6 Expense status

To add a comment to a particular expense, click on the Comments link on the left hand side of the row

Fig.7 Add comments

This will bring up a pop up box in which to add the comment related to that particular expense. To save the comment, click Save

Fig.8 Edit and save comments

When a comment has been saved to a particular expense an ‘exclamation icon’ will appear next the ‘View’ link on the far right

Fig.9 Exclamation icon appears when comment has been saved

To decline an Individual expense from an employee’s request tick the declined box on the relevant line

Fig.10 Declining an expense

Once comments have been added where necessary, and any individual requests have been declined, the whole request needs to be ‘Authorised’ to allow it to pass though to be paid. If the entire request is to be declined, alternatively select ‘Declined’ from the drop-down. Once selected click save

Fig.11 Authorising an expense

The submission will come up as ‘Authorised’ which will then be sent through to be paid in the next pay run

Fig.12 Authorised expense