As a TriNet client, you and your worksite employees are offered the convenience of using Single-Sign On (SSO) directly from your TriNet account to your TriNet Expense Management account.
When accessing TriNet Expense Management, you will be logged into the account matching the work email address that is setup in your TriNet account.
To access TriNet Expense Management, continue with the instructions below.
- Login to the TriNet
- Your TriNet account will automatically default to Employee View.
- Note: If you have administrative access to TriNet for your company, you may need to change your view to Employee in the upper left corner of your account.
- In the left menu bar, click Money then select Expenses
You will be redirected to your TriNet Expense Management account.
- Note: Once you have completed the SSO from the TriNet platform, your payroll integration is complete.
If you have any questions, log in to TriNet (login.TriNet.com) and click Contact TriNet. *
Company Administrators can assign integration permissions to specific users. The permissions allow users to have access to the integration data (i.e. clients and class) and the ability to export reports to the integration. (Please note: The QuickBooks integration will not allow users to share the ability to export into the QuickBooks Online or QuickBooks Desktop integrations. Each user must install the integration in their individual TriNet Expense account.)
First, make sure the Integration data is visible to the company, and if intended, allow all users to view integration data on a company level. You will do this by going to Settings>Personal settings: Reports>find the integration and click the edit pencil>select options:
- Make integration visible to company
- Allow All users to View Integration Data (I.E. Clients, Class)
There are two ways to grant access to users:
From the Manage User page> Click on the employee and at the bottom of the page you will see a section called Integration Permissions.
Click on the grant access to integration data permission if you want the user to be able to access items like Customers or Classes.
Click on the allow user to export to integration if you want the user to be able to export directly from their account. (Example, you set up NetSuite and want to share the integration with your bookkeeper.
Both the user who sets up NetSuite and the bookkeeper can export to NetSuite from their own accounts).
You can also provide access for users to see the integration date in Bulk by navigating to Settings > Company Settings: Manage users > select all intended users > click Edit Multiple > under Integration Permissions> select the intended permissions.
Or from the Reports settings page (Settings > Personal Settings > Reports) >> Click on the View permission settings and you will see all users within the company who have certain permissions to access (Can be toggled by viewing the data, exporting the data, or disconnecting them from the data)
Lastly, if you would like to allow users to see and select the clients and projects from the dropdown field in the expense line item, you can enable this by going to Settings: Company settings > Company Settings > Select the user permission Allow users to only select drop-down for expense fields.
The display in the expense report will show the list of clients/projects to select from in the dropdown.
If you have any questions, log in to TriNet (login.TriNet.com) and click Contact TriNet. *