Expenses (Employee)

Submit and track your expense claims — the same records finance reviews, not vendor bills.

My claims

Submit expenses on the same record finance sees

Employee expenses is your claim list. Finance reviews the same rows. Payout is reimbursements.

Payroll → Expenses (employee) Route /payroll/expenses Org flag expensesEnabled Employee (self) · Manager

Create a claim, attach receipts, submit, track status until paid.

Employees and maybe their managers. Finance uses the finance view. AP vendors are different.

Create, submit, wait, check reimbursement.

After a trip. A rejected receipt. Month-end cutoff. Bank change on profile.

ⓘ

One claim entity

Not vendor AP. Not a timesheet. Mask receipts that contain sensitive data.

Create, attach receipts, submit, wait for finance.

flowchart TD
  A[Open Employee expenses] --> B[Create claim]
  B --> C[Receipts]
  C --> D[Submit]
  D --> E[Finance review]
  E --> F[Reimbursement]

Employee expenses is self-service on the claim entity. Finance expenses is ops. Reimbursements pay.

1. Receipts

Required types.

2. Don’t AP a vendor here

Vendor invoices.

3. Status

Same row as finance.