Overview
Including approved expense claims in payroll simplifies reimbursements, avoiding separate payouts.
Step‑by‑Step Instructions
Enable Expense Claims
On Generate Payroll, check Include Expense Claims.
Review Claims
Go to HR → Payroll Expenses, approve any pending claims for the pay period.
Generate Payroll
Click Generate—claimed amounts appear under Reimbursements in the payslip.
Verify in Payslip
View the payslip and confirm the Expense Claims line shows the correct total.
Tips
Set cut‑off dates for claims to ensure they fall into the correct payroll cycle.
Use the Export button in Payroll Expenses to audit claims before running payroll.
Communicate claim deadlines to employees ahead of payroll date.
Troubleshooting & FAQs
Q: Expense rows show zero
A: Claims must be both submitted and approved in Payroll Expenses with dates inside the payroll month.
Q: I want to exclude a specific claim
A: Mark it “Rejected” in Payroll Expenses, then regenerate payroll.