After downloading the TriNet Expense Management mobile app on your phone, open the app and you will be prompted to log in to your Expense Management account.
The login process requires the following information:
- TriNet custom Login ID
If you access Expense Management via TriNet Platform then you will need to use the same TriNet login ID and password credentials.
If you do not recall your login information, you can request a reset password.
Creating an Expense in iOS:
Once you are logged into the mobile application, on the top far right side of the screen click the Plus sign "+".
Once the menu options appear, click on Expense.
You will choose the desired method to create the expense item.
Select Enter expense details.
You will need to enter the Amount, Category and Merchant.
All other details are optional.
Click Save on the top right corner.
You can continue to save without a receipt or
Edit the expense to add your receipt and save.
You will be presented with a Save Expense Successfully message.
You will find the expense saved in the list of expenses.
If the expense item does not reflect a paperclip under the date, that means the expense is not yet linked to an expense report.