If you are handling the setup of the company account in TriNet Expense Management including user permissions, categories, user types, payment and much more follow the steps below:
1. Sign Up
To Sign Up visit https://app.trinetexpense.com/ and sign up with a valid email address.
2. Free 30-day Trial
You will begin your free 30-day trial, once the free 30-day trial is finished you will be prompted to upgrade your own account along with all employee accounts in your company. To read more about the free 30-day trial click here.
3. Invite your Employees
Click on the "Settings" tab in the top menu bar. Click on the "Setup" tab under the Company Settings section. Follow the 3-step prompts to add users to your company in TriNet Expense Management. To learn more about adding users click here.
4. Add Company Bank Account for Expense Reimbursement (Optional once Trial Period is Over)
Sign Up for our TriNet Direct Pay Add-On to reimburse your employees via ACH payment. Your employees can get their reimbursements within 4-5 days of submitting the report for reimbursement. TriNet Direct Pay is an additional $10 monthly fee per company. The monthly fee includes 5 free reimbursements per month. Each reimbursement thereafter will be an additional $1 fee. You can unsubscribe from TriNet Direct Pay at any time.
To setup click on the "Settings" tab in the top menu bar, then click on the "Pricing & Billing Info" tab in the left menu bar under Company Settings. Check the box to "Include TriNet Direct Pay" then click on the orange "Update Plan" button. To read more about TriNet Direct Pay click here.
5. Integrate with your Accounting Software (Optional once Trial Period is Over)
6. Setup Company Categories
Create and share expense categories for employees associated with your company. A category is mandatory to include for each expense in a report. To create categories, click on the "Settings" tab in the top menu bar, then click on the "Categories" tab in the left menu bar under Company Settings. To learn more about setting up categories, click here.
6. Setup Expense Policies
We can help you monitor expense reports with violation notices if a report does not comply to a company policy. To setup the expense policies click on the "Settings" tab in the top menu bar, then click on the "Expense Policies" tab in the left menu bar under Company Settings. To read more about expense policies, click here.
If you would like to skip the Trial Period with TriNet Expense Management, please read here to learn how to upgrade.
If you need further assistance contact firstname.lastname@example.org.