Search Results

Date Version Changes 7th February 2023 2.0 This comprehensive guide provides a clear and concise overview of the Pay Expense web application. Each module is explained in detail, equipping users with the knowledge they need to navigate and utiliz...

Purpose Employee reimbursement tools serve several key purposes for both businesses and employees: For Employees: Simplified Expense Reporting: The tool streamlines the process of submitting expense reports. Employees can typically submit receipts elect...

    Enhancing Employee/User’s offline claiming of the incurred office expenses by transforming it into an online reimbursement portal. Making an online reimbursement portal for both the Employee/User and the Business Owner so that one can claim virtually ...

Welcome to PayExpense! A simple and efficient solution to report your travel and business expenses. Let’s get started! Are you already a Zoho user? Sign in with your Payexpense account’s email address and password. If you’re a new user, you will have to get ...

PayExpense is an online expense reporting application that you can use to record and report all your business expenses. In the Admin View, you will be able to review all the reports submitted by the employees in your organisation and choose to approve or reje...

PayExpense User Guide: Mastering Expense Management This guide equips you with the knowledge to navigate PayExpense efficiently and manage your expense reporting workflow seamlessly. We'll delve into the key features that will help you quickly access function...

Policy configuration  PayExpense: Mastering Policy Configuration for Admins Welcome, PayExpense Admins! This guide empowers you to configure a robust employee reimbursement policy framework, ensuring efficient and compliant expense management within your o...

Creating Expense Categories in PayExpense with Policy Configurator PayExpense's policy configurator, also known as the metadata section, allows you to define and manage various expense categories for your organization's reimbursement policy. Here's a brea...

Adding Subcategories  - Sub Group PayExpense might also allow you to create subcategories within these main categories. This can further enhance organization and clarity for specific expense types.  This is third button from either (right / left) side. ...

Creating Policy / Meta data for expense type On clicking the (+) symbol near the Metadata, you can create a new type/group of expenses by filling in the above require information.  After creating Expense Group we can create Subgroup, Monthly Rules and defini...

An approval matrix defines a set of rules that determine who reviews and approves expense reports within your organization. It essentially maps out the approval workflow for expense claims. Here's a breakdown of the key aspects: Approval Limits: You ca...

After Setting Approval flow we have to set monthly rules for Expense Group. We can set monthly rule by clicking on the Tab shown as below. Below screen will pop up after selecting monthly limit rules. We can click on the + icon for adding monthly . We ca...

PayExpense allows you to define sub-expense type rules that determine the eligibility and specific parameters for incurring expenses within a sub-expense category. These rules create a granular control system based on employee characteristics. Here'...

The Approvers section within PayExpense empowers you to designate individuals who will review and approve expense reports submitted by employees. Here's a breakdown of the key functionalities: Assigning Approvers: Identifying Approvers: Navigate to the A...

Location Management: PayExpense offers a section for managing locations relevant to expense reporting. This could be called "Location Master," "Locations," or something similar. This functionality allows you to define various geographic entities associated ...

Temporary Delegation for Approvers and Checkers: In some expense management systems, including PayExpense, there might be a feature for designating temporary substitutes for regular approvers or checkers. This could be particularly useful when: Planned...

The Report Queue in PayExpense serves as a central hub for generating, managing, and downloading valuable reports on your organization's expense data. Let's delve into its key functionalities: Generating Reports: Predefined Reports: PayExpense likely o...

The Branch Master section within PayExpense allows administrators to manage your organization's branch locations. Here's a breakdown of its functionalities: Viewing Existing Branches: Accessing Branch Master: Locate the "Branch Master" or a similarly nam...

Cost Centers within PayExpense play a crucial role in accurately allocating and tracking employee expenses. They categorize expenses based on departments, functions, or projects within your organization, providing valuable insights into how resources are being...

Adding New Departments: Access Department Master: Locate the "Department Master" or a similarly named section within PayExpense. This might be found under settings, administration, or a dedicated user management section. Click the (+) Symbol: This button...