Introduction

Any claims submitted and approved through the system can be reimbursed via the Payroll module. You will need to map the Form Expense Types to the different Payroll Pay Elements in the Interface Setup page (click here for the guide) first. After this is done, you can then follow the steps below:

Steps

Step 1: Please login to your account

Step 2: If you are on the Express interface, please switch to the Classic interface by clicking on your name in the upper right area and click on

Step 3: Click on 

Step 4: Go to

Step 5: Click on

Step 6: Filter by Form or Search All Forms and click

Step 7: The Expense Types to be transferred to Payroll will be displayed. Put a tick in the box on the left side for the claims you would like to transfer to Payroll (or put a tick on the top-most tick box if you want to choose all)

Step 8: The status will change from "Pending" to "Transferred" and the actions will also be displayed in the audit history found at the bottom of the page:

Step 9: Once done, you can then proceed to the Payroll Module for processing. Please refer to this link for more help on processing claims in the Payroll Module: Process Claims in Payroll.