TriNet Expense supports the ability to submit expense reports for approval and track its status all online. Just enter in a valid email address for the individual who will be approving your expense reports. They will be notified by email to log into their TriNet Expense account and approve your report. We will also send them a link to a PDF copy of the report. If they are not an existing user, we will automatically create a user account for them.
Approvers can be set up the following way:
- From the company admin (if the user is part of a company)
- From Settings > My Settings > Report
- From an expense report
Set up from Settings
Go to Settings > Personal Settings > Report. Choose the Setup up link underneath Send To My Approver. Enter the email address of the approver and hit Save.
Set up from an expense report:
If you have not set up an approver, the first time you create an expense report you will be shown a Archive as Personal. If you would like to setup an Approver, please select "Change Settings." Once selected, choose the Setup up link next to Send To My Approver. Enter the email address of the approver and hit Save.
You can track the status of your expense report online. Go to the Reports tab > View to see the status.