The Reports > Payroll > Expense Reports report shows the expense reports recorded in your entity and lets you allocate a Payroll Week to any outstanding expenses so that they can be processed in payroll.
The report will show any expense reports that are ready to be paid, by default.
To view an expense report, click on the Report Name.
Allocate a Payroll Week
Each expense report will need to be allocated to a payroll week so it flows through to the Process Payroll report as well as the Invoiceable Items report.
To allocate an expense:
Go to Payroll > Process Payroll > Expense Reports
Tick the checkbox next to the expense report(s) you want to allocate
Click 'With Selected...'
Click in the Date field and select a week commencing date from the date picker
Once this has been allocated to a payroll week, it will appear in Process Payroll and Invoiceable Items.
The on-screen view for the Expense Reports report includes the following data:
- Date Submitted
- Report Name
- # of Receipts
- Allocated Payroll Week
You can export the on-screen view of this report in .csv format.