EZ Messenger Staff - Manager's Expense Approval
Are you a supervisor or manager and need to approve expenses in Paylocity? Check out this article for more information.
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If you need to approve requests for expense reimbursement by employees follow the steps below to do so. Not all items requiring approval are reimburseable. Items incurred on a company card reimburse at $0. Items not approved may be deducted from payroll so be mindful of what items are submitted, approved, or denied.
APPROVE AN EXPENSE REPORT
Navigate to HR & Payroll > Expense > Expense Reports.
Select Expense Reports to Approve.
Select Expense Report to Review.
Select Edit Cost Centers or Edit Cost Centers/Job to adjust the cost centers and/or job on the expense report if necessary.
Select any individual expenses from the Title column to Review Expense Details.
Select Close to return to the Expense Report.
Select Save if changing the cost center or category.
Select Approve Expense Report.
Important Information:
Expenses approved after a Batch initiates will not process in the open batch.
After the creation of the expense report, any later company edits to cost centers will not appear in that expense report. However, the Pay Entry Detail for the employee in the payroll batch will show the updated cost centers.
The approved expense report transfers from the To Do section to the History section.
Super Approvers see a default view of direct reports within HR & Payroll > Expense > Expense Reports.
The History tab will only show expense approved directly by the Super Approver.
Super Approvers should enable the Show All Approvals option to view all pending and historical reports.
Please see the video HERE.
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