- Select the Payroll Module
Fig.1 Payroll Module
- Select Expenses at the top of the screen then select Employee Expenses
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
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