Get reimbursed for expenses (for employees)

1. Click the Expenses section on the left-hand side menu.
   • If you do not see this, your employer may not have this feature set up—contact your employer for further guidance. 
2. Click Add an expense in the top-right corner. 
3. Add a photo of the receipt or purchase confirmation being reimbursed in PDF, JPG, or PNG format.
4. Select a category and add a description for the expense.
5. Complete the details for the total amount to be reimbursed.
   • If you select the Car and Mileage category, and your employer has set up mileage reimbursement rates, enter the mileage driven and select the appropriate reimbursement rate from the dropdown.
     • The total dollar amount will be automatically calculated.
6. In the “date” field, enter the purchase/transaction date for the expense.
   • The date reflected for the expense in the Expenses Page will be the date of transaction, not the date of submission.
   • The date of submission can still be viewed by clicking View under the Expense column.
7. Click Save at the bottom of the page.

Once you submit your expense, your employer will be notified. Once approved and applied to payroll, you’ll see the amount as a separate line item on the paystub titled “one-time reimbursement”.

To add another expense, just follow this process again—you can add as many items as you need. Your awaiting review, approved, rejected, and paid expenses will show up in the associated tab on your Expenses home page. 

1. Click the Expenses section on the left-hand side menu.
2. Click View next to the expense that needs to be changed. 
3. The following things can be changed by clicking on them:
   • Description
   • Category
   • Date
   • Amount
4. Click Save.

If you need to change the receipt for an expense, delete the expense and create a new one with the correct receipt. 

1. Click the Expenses section on the left-hand side menu.
2. Click View next to the expense that needs to be deleted. 
3. Select Delete expense.
4. Confirm you want to remove this expense by selecting Delete expense.

On the expenses page, you can filter expenses by custom and/or default categories. To filter by categories, follow the steps below.

1. Click the Expenses section on the left-hand side menu.
2. Click on the filter button.
3. In the popup, select the categories you want to filter.
4. Click Apply filters.

Your list of expenses will now be filtered by the selected categories.