Expenses
1. How do I submit an expense claim?
1:42
00:00 How to submit an expense claim for approval.
00:04 To get started, navigate through to Menu Expense claim.
00:10 Enter the amount you're requesting, then click "Next".
00:14 You can add notes to help your payday admin know why you're requesting this expense. You can choose one from the list, or type one yourself.
00:25 When you're finished, click "Next".
00:31 If you've got an image, like a receipt, that you'd like to include, you can attach it here.
00:39 When you're all finished, click "Next".
00:43 Review your expense, then click "Ask to approve" when you're ready to email it to your payday admin.
00:51 And that's it, your expense claim's submitted!
00:57 Now your payday admin will get an email asking them to approve this expense.
01:05 Once your payday admin's approved your expense, you'll also get an email.
01:14 Here's how you can see your expense on your payslip once it's been approved and paid. Click the "See on payslip" button with the circles.
01:28 And that's how you know you'll get paid back for the cost of the expense, and that the entire expense claim process completed successfully!
2. How do I resubmit an expense that wasn't approved?
1:18
00:00 How to resubmit an expense claim.
00:03 If your payday admin decided not to approve your expense claim, you'll get an email letting you resubmit it.
00:11 To get started, click "Edit for resubmit".
00:20 Add your reason why the payday admin should reconsider approving your expense claim.
00:28 When you're finished, click "Save"
00:37 Now your payday admin will get an email asking them to approve this expense.
00:45 Once your payday admin's approved your expense, you'll also get an email.
00:54 Here's how you can see your expense on your payslip once it's been approved and paid. Click the "See on payslip" button with the circles.
01:08 And that's it! That's all you need to know for resubmitting expenses!
3. How do I approve an expense claim?
1:21
00:00 How to approve an expense claim.
00:03 When an employee requests an expense, you'll get an email asking you to approve it.
00:09 To decline a request, you'd click "Not approved". To adjust a request, for example changing the value of the expense claim, you'd click "Edit request", but in this example we're going to go ahead and click "Approved".
00:31 Now your employee will get an email saying you've approved their expense.
00:37 If you clicked "Not approved", the employee will get an email letting them resubmit their request.
00:44 On payday, if there're still any items that haven't been approved, we'll show them to you like this.
01:01 You can complete expenses on the spot while finishing payday by just clicking "Approved" or "Not approved".
01:12 And that's it! That's all you need to know for approving expenses!
4. How do I decline an expense claim?
0:41
00:00 How to decline an expense claim.
00:03 You'll get an email whenever an employee requests an expense.
00:07 To decline this expense, click "Not approved".
00:21 Now your employee will get an email saying you've marked their expense as "Not approved", and letting them know they can resubmit their request.
00:32 And that's it! That's all you need to know for declining expenses!
5. What're the different ways to add an expense claim?
1:31
00:00 In this video, we'll explain the three different ways to get to adding an expense claim.
00:10 You can see a list of all the people you can add an expense for from the start page.
00:17 Alternatively, navigate through to Menu Expense claim.
00:23 If you're an admin, you can choose which person you'd like to add a new expense claim to.
00:31 Alternatively, to add an expense claim to a specific person, go to People.
00:37 Go to the person you want to add an expense claim for.
00:45 Now click Person Pay Add expense claim.
00:53 This'll add the new expense claim directly to this person.
00:58 Sometimes, you might want to add an expense claim to a payslip on a particular date and for a particular person.
01:06 To do this, navigate over to Payslip Payables, then click "New payable".
01:17 The new expense claim will be added to this payslip.
01:21 And that's it! That's the three different ways to add expenses!
