If your company is subscribed to JustLogin Expense, you can pull approved reimbursements directly into Payroll and include them as part of a staff member's payrun for the month. This article walks you through retrieving, approving, and verifying expense claims before running payroll.
Prerequisites: Before processing claims in Payroll, ensure you have completed the two required setup steps: Mapping the Pay Elements and Reimburse Expense. |
Step 1 — Navigate to Process Claims
- Click on
to open the Payroll module.
- Click on
to go to the Admin section.
- Click on
and then select
.
A list of all claims that have been reimbursed from the Expense module will appear.
Step 2 — Filter and Select Claims
- Use the filter options to refine the list by month or status as needed.
- Select the claims you wish to approve, then click either
to approve selected claims, or
to approve all claims in the list.
Step 3 — Verify the Processed Claims
After approving, confirm that the claims have been correctly added to the staff member's pay details before running payroll.
- Click on
- Click on
- Under
, locate the staff member whose claims you approved and click the
icon to open their pay details.
- Confirm that the approved expense claim amount appears in the Additions column.
Once verified, you can proceed to run the payrun as normal.
Related Articles
| Step | Article |
|---|---|
| 1 — Setup | Mapping the Pay Elements Guide |
| 2 — Reimburse | Reimburse Expense Guide |
| 3 — Process | How to Process Expense Claims in Payroll Guide (this current article) |