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. *
Expense reports can be exported to Intacct by clicking the submit button directly within an expense report (the Intacct option must be selected from the drop-down list) Additionally, the report can be submitted via our iPhone and Android mobile apps using Method One.
Method One: Users submit to Intacct Time & Expense as an unapproved report, leveraging the standard approval process within Intacct. (Reimbursable expenses only)
Method Two: Submit to Intacct as an approved expense report (directly recording to the Intacct Accounts Payable, Cash Management or/and Time & Expense based on reimbursable state of the expense within the report), utilizing TriNet Expense's built in approval and policy enforcement process. This process requires the final TriNet Expense approver to have administrative rights within Intacct.
Note - If your employees have non-reimbursable expenses (typically coming from a corporate credit card), then we suggest you utilize Method Two. Intacct's Time & Expense does not support non-reimbursable expenses.
In a few seconds, TriNet Expense will export the expense report to Intacct. Using Method One, users will find a new expense report created in Intacct Time & Expense with all their expenses. The report is automatically submitted for approval within Intacct Time and Expense. Using Method Two, the report is considered approved and already recorded to either Accounts Payable/Cash Management or Time & Expense depending on the reimbursable state of the expenses. The report will contain all the expense line items that were in the TriNet Expense report.
Using Methods Two, expense sent to Intacct are split based on their reimbursable state. All reimbursable expenses (owed to the employee) are recorded in Time & Expense, payable to the employee. The expense report is recorded as an approved report. All non-reimbursable expenses are recorded as either
1) a bill to the Accounts Payable module under the vendor chosen at export (i.e. American Express Corporate Card) or
2) a credit card (typically a corporate card) within the Cash Management module. The state of the report is also considered approved.
You can also export reports in batch by navigating to Reports>Company>select the report(s)>click Export Report >select Intacct from the 'Export to' dropdown>select Bill or credit card charges>select the vendor>click Batch export.
If you select Credit card Charges, be sure to select the intended card from the dropdown.
Once you Batch export, you will see the batch running at the top of the page and you can refresh until fully completed.
Note: If you use Method Two and do not plan to use Intacct's internal approval within Time & Expense, each employee manager must be left empty for the auto-approval to take place.
The administrator has the ability to change the date of the expense report being submitted. Ex. If a user submitted a report on August 19th and Admin is submitting to Intacct on August 21st, the Admin now has the option of choosing August 19th as the posting date.