User Guide
Employee Reimbursement training documentation
Introduction
Overview
Documents Revision/Version
Date Version Changes 7th February 2023 2.0 This comprehensive guide provides a cle...
Purpose and Target Audience
Purpose Employee reimbursement tools serve several key purposes for both businesses and employee...
OverView
Enhancing Employee/User’s offline claiming of the incurred office expenses by transformin...
Onboarding
This is needs to be done by Organization admin.
Accessing PayExpense
Welcome to PayExpense! A simple and efficient solution to report your travel and business expense...
How PayExpense works
PayExpense is an online expense reporting application that you can use to record and report all y...
Unleashing the Power of PayExpense
PayExpense User Guide: Mastering Expense Management This guide equips you with the knowledge to ...
Policy Creation -- By Admin Role
This sections gives detailed information on policy creation
Policy configuration
Policy configuration PayExpense: Mastering Policy Configuration for Admins Welcome, PayExpen...
Expense Category Configuration
Creating Expense Categories in PayExpense with Policy Configurator PayExpense's policy confi...
Creating Policy / Meta data for expense type
Creating Policy / Meta data for expense type On clicking the (+) symbol near the Metadata, you c...
Configuring sub-group policy for Expense Categories
Adding Subcategories - Sub Group PayExpense might also allow you to create subcategories wi...
Approval Matrix Definition: Streamlining Expense Approvals
An approval matrix defines a set of rules that determine who reviews and approves expense reports...
Rule to set Monthly limit
After Setting Approval flow we have to set monthly rules for Expense Group. We can set monthly ru...
Sub-Expense Rules in PayExpense: Tailored Eligibility and Controls
PayExpense allows you to define sub-expense type rules that determine the eligibility a...
Change Desk
In situations where an approver is unavailable or for any other reason, administrators have the c...
Master Setup - By Admin Role
Managing Approvers in PayExpense
The Approvers section within PayExpense empowers you to designate individuals who will review and...
Managing Locations in PayExpense
Location Management: PayExpense offers a section for managing locations relevant to expense re...
Delegate Management in PayExpense
Temporary Delegation for Approvers and Checkers: In some expense management systems, including...
Report Queue
The Report Queue in PayExpense serves as a central hub for generating, managing, and downloading ...
Branch Master in PayExpense
The Branch Master section within PayExpense allows administrators to manage your organization's b...
Cost Centers: The Pillars of Expense Allocation
Cost Centers within PayExpense play a crucial role in accurately allocating and tracking employee...
Department Master
Adding New Departments: Access Department Master: Locate the "Department Master" or a simila...
Employee Master
PayExpense offers two convenient methods for managing employee data within the system: Method ...
User Roles and Access Control in PayExpense
A comprehensive overview of user roles and access control within PayExpense. Here's a breakdown o...
Employee Grade Management
Assigning Employee Grades: Admins can designate an "Employee Grade" to each employee withi...
Employee Type Management
Employee Type Codes: Admins can define and assign "Employee Type" codes to categorize emplo...
User Activities in PayExpense (Based on Role Combinations)
Overview
User (Employee) Role: Create Expense Reports: Submit expense reports by entering details lik...
Checker's Workflow in PayExpense
Accessing Checks Tab: The checker navigates to the dedicated section within PayExpense, of...
Approver's Workflow in PayExpense
Accessing Approvals Tab: The approver navigates to the dedicated section within PayEx...
Delegation Management in PayExpense
Landing Page: This section provides an overview of all delegations previously set up by the...
Expenses submission
Expenses Tab Functionality: Overview: This tab acts as a central hub for employees (Users...
Available Reports in PayExpense
Expense Report: This report could offer a comprehensive view of individual expense reports,...