Select ‘Custom Expense Type’ from the ‘Expense Management’ dropdown menu.
There are 8 expense types preloaded in the system for use, or create new expense types as needed.
To create a new Expense Type, click the ‘New’ button from the Custom Expense Types menu and fill in the fields as needed. Remember to click ‘Save Changes’ when you are done. Your new Expense Type will be added to the Custom Expense Types menu.
Delete any prebuilt Expense Types that won’t be used by clicking the red trashcan button.
Another option is to leave them in the system but make them inactive. To do this, select the expense type to open it and select ‘No’ to ‘Active’ under ‘Type Status’.
Federal Standard Mileage is noted as a reference. Employees will enter the company’s allotted rate when they submit an expense. The system does not default to the Federal Standard Mileage rate.
To submit an expense, the employee will click on ‘My HR’ at the top of their HR Dashboard and select ‘My Expense Details’ from the ‘My Expenses’ dropdown menu.
Click on the ‘New’ button.
The ‘Expense Detail’ window will open where the employee can complete the required information.
To upload receipts, browse or drag and drop the receipt file and then click on ‘I’m done entering my receipts’.