Exporting Expense Claims to Payroll

After the report is approved, the following steps are taken to reflect the expense claims to the payroll:

1. The user navigates to the "Expense Reports" screen.

2. Select the "Org-wide reports" tab.

3. Select the report whose status is "Approved."

4. After selecting it, the option "Sync to Payroll" will appear.

5. After clicking on it, the financial claim will be sent to the payroll.

6. It will appear in one of the add-ons columns under the name "Expense Claim" next to the employee (the same person submitting the claim).

The expense claim will also appear in the employee's file, under the "Transactions" section.

It is possible to specify whether the payment is in or out payroll, and to specify the payment date.