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Expenses

 

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!
Your admin gets an email
 00:57 Now your payday admin will get an email asking them to approve this expense.
You get a confirmation
 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.
You're all done!
 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!

Updated: Sat, 4 Dec 2021. Keywords: request, reimburse, repay, recompense. Headings: `How are out-of-pocket expenses repaid?`, `How do I ask for a reimbursement on an expense I paid?`
 

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"
Your admin gets an email
 00:37 Now your payday admin will get an email asking them to approve this expense.
You get a confirmation
 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.
You're all done!
 01:08 And that's it! That's all you need to know for resubmitting expenses!

Updated: Mon, 3 Jan 2022. Keywords: reject, decline, review, request, submit. Headings: `What can I do if my expense wasn't approved?`, `Can I resend my declined expense?`, `How do I get my expense approved after it was declined?`
 

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".
Employee gets a confirmation
 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".
You're all done!
 01:12 And that's it! That's all you need to know for approving expenses!

Updated: Mon, 3 Jan 2022. Keywords: reject, review, submit. Headings: `What do I do with an expense claim request?`, `What happens if I forget to approve 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".
Employee gets a confirmation
 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.
You're all done!
 00:32 And that's it! That's all you need to know for declining expenses!

Updated: Mon, 3 Jan 2022. Keywords: review. Headings: `What happens when I click "Not Approved" on an expense?`, `Can I reject an expense claim?`, `Do employees get an email when I don't approve their expense?`
 

1:31

 00:00 In this video, we'll explain the three different ways to get to adding an expense claim.
1. Choosing a person from the list
 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.
2. Adding to a specific person
 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.
3. Adding to a payslip
 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.
You're all done!
 01:21 And that's it! That's the three different ways to add expenses!

Updated: Fri, 24 Dec 2021. Headings: `How do I add an expense to a different employee?`, `Can I add an expense to a specific paystub?`, `How do I add the expense directly to the employee?`

© 2020–2022 1st Money Platform (HU) Ventures. All rights reserved.
www.1st.money/help/Expenses/