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. *
*If you are unable to log in, go to TriNet (login.TriNet.com) and select one of the following options: Forgot Password, Forgot ID, Unlock Account, Login Help.
Import and Map Categories
(Note: Your NetSuite integration needs to be set up first. For instructions, refer to the steps in this guide NetSuite Token Integration with Expense and then return to this Help Topic)
(Note: Using the image below as an example. If a report contains the TriNet Expense Category "Airfare" when the report is exported to NetSuite it will map to the account Travel - Airfare if the expense is non-reimbursable. If the expense is reimbursable, it will be mapped to the General Ledger Expense Category 6600 Travel-Air.)
TriNet Expense allows the import of Expense Categories, Fixed Assets, Costs of Goods Sold, and Other Current Assets.
If one of your categories in the NetSuite Expense Categories (middle column) is blank, TriNet Expense will use the default category selected in the drop-down as the account to map the reimbursable expense to upon export.
Default GL Account
If one of your categories in the General Ledger Expense Categories (right column) is blank, TriNet Expense will use the Default GL Account selected in the drop-down as the account to map the non-reimbursable expense to upon export.
When exporting a report to NetSuite as a bill, the Vendor selected in the drop-down will be the first Vendor to appear in the list to assign the bill to. The vendors are only visible when NetSuite is being exported to NetSuite.