Expenses

Types of expense categories
Upon configuration, you may create an expense policy based on 1 of the 3 categories available. Under Expense > Policies > click "Create Expens...
Mon, 18 Jan, 2021 at 4:59 PM
What are the available types of expense policies
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...
Mon, 18 Jan, 2021 at 6:03 PM
How to edit or add an expense policy?
To edit an existing expense policy, go to Expense > Policies > click "edit" for desired expense policy To add an expense policy, go to E...
Mon, 18 Jan, 2021 at 5:00 PM
How can I process expenses?
Under Expense > Process admins will find 3 buttons on top. 1. Get Approved Expenses This will move all Approved expenses from Expenses Transactio...
Wed, 5 Aug, 2020 at 7:03 PM
How do I tie a travel request to an expense request?
If the company is subscribed to the travel module of the travel module on altHR, then it is possible for employees to tag travel requests to expense request...
Thu, 7 May, 2020 at 3:11 PM
How do I know if the approval routing for Expenses is set up correctly?
To check the approval routings, admins can generate an approval routing report from the admin dashboard. Go to Expenses > Reports > Generate Repor...
Thu, 10 Dec, 2020 at 11:26 AM
How do expense limits work?
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...
Wed, 2 Dec, 2020 at 11:20 AM
How to view approved expenses
What are Approved Expenses? Approved Expenses are employee expense requests that are approved by the employee’s manager. Under the Status column,...
Thu, 10 Dec, 2020 at 11:03 AM
How to view and process expense transactions
What is Expense Transactions Expense Transactions are employee expense requests. Every expense request is tagged Pending, Approved, or Rejected. This ...
Thu, 10 Dec, 2020 at 11:12 AM
What are the differences between Approved, To Process and History
It’s important to know the difference between these three terms when dealing with Expenses: Approved Expenses To Process History Employee requests...
Thu, 10 Dec, 2020 at 11:15 AM