altHR Knowledge Base

Upon configuration, you may create an expense policy based on 1 of the 3 categories available. Under Expense > Policies > click "Create Expens...

Available types of expense policies: Expense policies are set up to allow all or a certain group of employees to be able to submit expense requests. T...

TWO steps to do before processing the expenses for payouts: Step 1: Before you process the expenses for payout, please ensure that those expenses / c...

To check the approval routings, admins can generate an approval routing report from the admin dashboard. Go to Expenses > Reports > Generate Repor...

What are Expense Limits? Expense limits are caps placed on the expenses. Under both Allowance and Generic Expense Policies, admin is able to set expense...

What are Approved Expenses? Approved Expenses are employee expense requests that are approved by the employee’s manager. Under the Status column,...

What are Expense Transactions: Expense Transactions are employee expense requests. Every expense request is tagged Pending, Approved, or Rejected. This s...

It’s important to know the difference between these three terms when processing expenses from approving to paying out: 1. Approved Expenses 2. To Pr...

What are approved and processed expenses Approved Expenses - Employee requests that are approved by the employee’s manager and tagged as “Approved...

What are Processed Expenses: Processed expenses are employee expense requests that have been approved by their manager and processed for payout.   ...