TriNet Expense Management supports a variety of PDF template formats to use in conjunction with the online system. When an expense report is submitted, both the user submitting and the approver/bookkeeper will receive an email with a link to the PDF. Additionally, anytime a report is submitted to the supported integrations, a PDF template link can be sent via email. Free users have access to the TriNet Expense Management template. All other PDF template are accessible to our premium subscribers.
Details on how to change your PDF template can be found here.
The six Expense Report PDF templates are as follows:
- TriNet Expense Type Template
- TriNet Expense Basic Template
- Premium Project Template
- Premium Weekly Template
- Premium Expense Type Template
- Premium Expense Template
