Only the Company Owner or Company Admin(s) will have permission to submit expense reports to TriNet Direct Pay.
Note: Company Bookkeepers can submit reports to TriNet Direct Pay, only if this permission is enabled during setup of company bank information. For more details click here.
There is a $25,000 transaction limit.
Company administrators can batch export multiple expense reports to TriNet Direct Pay by viewing Reports > Company and selecting the multiple reports that will need to be reimbursed. Only approved reports in USD currency can be submitted to TriNet Direct Pay. The company administrators will need to select “Submit to TriNet Direct Pay” at the top of the page to complete the export process.
The company administrators also have the option to submit the expense report for reimbursement individually by opening the report and choosing the drop-down “TriNet Direct Pay” and clicking “Submit”. The expenses will now be exported to TriNet Direct Pay for employee reimbursement.
When the expense report has been submitted to TriNet Direct Pay, the “Paid” column for the employee will be updated to "Direct Pay”.
Employees are notified via email that their reimbursement has been submitted for payment. The reimbursement should be deposited within 4-5 business days into the employees bank account.