Expense claims. 4. How do I set it to be paid on a specific date?

"Expense claims. 4. How do I set it to be paid on a specific date?"

To have an expense claim paid on a specific date, you'll need to add it to a specific payslip of the person.

To add an expense claim to a payslip that's paid on a specific date:

1. First, open the person who you'd like to pay the expense claim to, on: MenuPeople
2. Then go to the person's: Calendar
3. Tap back through the months and look for the blue circle that matches the payday date. Which is the payslip that you'd like to pay the expense claim on.
4. Once you find the payslip you're looking for, tap the blue circle, and then tap: Payslip
5. Now that you're on the payslip you want it paid with, tap Expense claim, and select: Expense
6. Enter the expense details, like attaching an image, setting the amount, and adding a description.
7. And because it's a payroll admin who's entering it, the expense is automatically approved.
8. When you tap back to the payslip, and hover your mouse over the "Expenses" amount, you'll see the details.
9. And finally, when you scroll to the top of the payslip, you'll see the date that the payslip's expected to be paid.

Keep in mind that:

• Expense claims, by default, are always attached to the next payslip that's due to be filed.
• Which means that expense claims are generally paid relatively quickly.
• Also, any person can attach an expense claim to a specific payslip. No special permissions are required to attach to a specific date.
• However, only payroll admins can approve expense claims.

You may notice:

• If a payslip's already been filed, the payslip's locked and you can't attach your expense claim.
• If it's locked, look for the next un-filed payslip to attach it to instead.

And that's it! That's everything you need to know about adding expense claims on a specific date!