Expense Claims
Manage your expense claims and approvals, all in one place
Allow Employees to Submit Expenses Online
No more missing receipts, unaccounted for expenses, or missing reimbursements
Manage Expense Claims at a Glance
The expense claim system gives you a complete view of the status of expense claims
- Employees can upload the details of their expense claims – including the receipt files
- They can nominate whether they are requesting reimbursement or not (eg if they have used a company credit card)
- Allow employees to submit claims in your company’s currency, or their local currency
- Also allocate expenses to projects and activities for more granular tracking
- Allows for partial reimbursement
- Review and approve expense claims in a systematic way
Expense Reports with Everything You Need
Create reports to process your expense claims
- Run expense reports to see which reimbursements need to be paid
- Filter to see just approved expenses, or expenses by category
- Download a zip file with all the relevant receipts
- Like all reports, you can also export to CSV or JSON format
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Expense Claims FAQs
Employees can submit expense claims through the Employee Self-Service (ESS) portal by entering expense details, uploading receipts, specifying reimbursement needs, and allocating expenses to projects or activities.
Yes, employees can submit expense claims in their local currency, overriding the default company currency, which is beneficial for international teams.
Absolutely. HR Partner allows employees to indicate whether they are requesting full or partial reimbursement, accommodating scenarios like company credit card usage.
HR Partner offers enhanced approval workflows, enabling multi-tiered approvals based on conditions such as employee type or location. Approvals can be routed through direct supervisors, managers, and finance teams.
Approvers can include Admin Users, Direct Supervisors, or designated employees with the appropriate permissions. Notifications are sent via email and appear in the dashboard.
Once an expense claim is approved or rejected, it cannot be edited. Only the main company admin can revert the claim to a "Submitted" status for further modifications.
Yes, employees can assign expenses to particular projects or activities, facilitating detailed tracking and reporting.
HR Partner provides comprehensive reporting tools, allowing users to filter by approval status or category, download receipts in bulk, and export data in CSV or JSON formats.
Yes, employees can upload scanned copies or photos of receipts directly within the expense claim form.
Once reimbursements are processed, Admin Users can mark expense claims as "Paid" within the system, ensuring accurate record-keeping.