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Apply for an Expense Reimbursement


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Introduction

This topic describes how an Expense User can apply for a reimbursement of expenses.

Applying for an Expense Reimbursement as an Employee

To apply for a reimbursement of expenses as an employee:

  1. Go to the Leave/Expense -> Home screen
  2. Scroll to the Expense Applications section
  3. Click the Apply button (you should see your name in the dropdown box)
  4. Ensure the correct Position for the application is selected as this will affect where your expense application is sent for approval
  5. Select the Type of Expense that you are applying for
  6. Enter the Amount of your expense reimbursement
  7. Tick the Include GST check box if the amount you entered is inclusive of GST
  8. Select any supporting documentation at the Attachment field
  9. Enter any Comments that you would like your leave approver to see on your application
  10. Click the Submit button

Applying for an Expense Reimbursement as an Expense Approver

To apply for an reimbursement of expenses as an Approver:

  1. Go to the Leave/Expense -> Home screen
  2. Scroll to the Expense Applications section
  3. In the drop down list of employees, select the employee who you would like to lodge the Expense Reimbursement on behalf of
  4. Click the Apply button next to the dropdown menu
  5. Ensure the correct Position for the application is selected as this will affect where your expense application is sent for approval
  6. Select the Type of Expense that you are applying for
  7. Enter the Amount of your expense reimbursement
  8. Tick the Include GST check box if the amount you entered is inclusive of GST
  9. Select any supporting documentation at the Attachment field
  10. Enter any Comments that you would like your leave approver to see on your application
  11. Click the Submit button

Cancelling an Expense Reimbursement Application

If an Expense Reimbursement Application needs to be cancelled:

  1. Go to the Leave/Expense -> Home screen
  2. Scroll to the Expense Applications section
  3. In the list of Expense Applications, click the Edit button next to the Expense Application that needs to be cancelled
  4. On the Expense Application summary screen, click the Cancel Application button at the bottom of the page

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Employees
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