Expense policies are a set of company expense rules how employees should submit an expense report. For example, a company may require users to include receipts with their expenses. If the employee does not attach a receipt, they will receive a warning at submission.
If an expense violation exists within an expense report, the employee will be warned as they submit the report. Employees can submit expense reports with a policy violation, but will be asked to provide an explanation why the violation occurred. All approvers will have visibility into the policy violations
There are two types of expense polices within TriNet Expense Management; Basic Company Policies and Advanced Company Policies.
Setting up Basic Company Policies:
Receipt Required Amount ($) - This is the dollar amount required for each expense line item. Example is every expense requires a receipt over $25.
Allowed Expense Age (Days) - This is the maximum amount of days a expense can be submitted. If you enter 90, the system would flag the submit for any expense past 90 days from today's date.
Max Expense Amount ($) - This is the maximum dollar amount an individual expense can be. An Example is a limit of $1000. If an employee enters in $1500, then the employee would be warned of the policy violation.
Max Mileage Amount ($) - This is the maximum miles an individual can drive per entry. Example is to limit to 1000. If an employee enters in 1500 miles, they would be warned of the policy violation.
Setting up Advanced Company Policies:
Advanced Company Policies are customized rules on how an employee should submit an expense report. These can be created based on the following expense data:
From / To
Please see our support note on Advanced Company Policy examples here.