Online expense management made easy
Manage your entire expense reporting process online.
Say goodbye to manual entry, excel spreadsheets, and reviewing paper receipts! With TriNet Expense Management, the expense report process has never been easier. Manage the entire process online by either submitting, approving, or reimbursing employee expense reports for an entire company.
Import from a bank, credit card, our collection of CSV formats, or enter from our mobile expense apps. Add additional information to each expense like date, merchant, category, amount, tax, tag, note, receipt, to/from, client, project, attendee, billable or reimbursable/non-reimbursable. Additionally, expenses can be entered in 160 different foreign currencies and calculated to the user's base currency.
Mileage can be easily recorded and tracked within TriNet Expense Management. Use Google Maps to enter in the from and to location, accurately calculating the distance driven. Record round trip or multiple trips if needed. The mileage direction line can be dragged to the proper route driven. Additionally, user can enter in the number of mileage driven either online or from our mobile expense apps to quickly create a mileage expenditure. All mileage is automatically calculated based on your personal or company mileage reimbursement rate.
Be green and eliminate paper receipts
With TriNet Expense Management, users can upload scanned receipts, email them to their private TriNet Expense Management email address, or even snap a picture when using our mobile phone applications. Never again will you or your employees have to worry about carrying a wad of receipts in their wallet or taping receipts to a piece of paper. All receipts are stored security online, backed up and accessible at any point.
Mobile Expense Apps
Choose from our iOS, or Android mobile phone applications to record cash expenditures, mileage, snap pictures of receipts, or edit existing expenses imported from a credit card. Editing existing expenses allows a user to capture digital receipts with a camera phone and attach directly to the expense. In addition, any data about the expense can be added, like changing the merchant name, adding project information, who attended, or if the expense was billable. TriNet Expense Management mobile apps also allow creating, submitting and approving expense reports to a company approver, bookkeeper or integration like Intacct and NetSuite.
Auto-Import expenses from over 5,000 credit and bank cards.
Choose from 5,000 credit and debit cards, securely downloaded every day. Best of all, our technology will categorized and display the expenses properly for the expense report or client invoice. TriNet Expense Management also supports a variety of corporate credit cards like American Express or Citibank, with an optional feature to mark each expense non-reimbursable when imported.
TriNet Expense Management allows you to export expense report data directly into your Payroll, Accounting or General Ledger system. Supported integrations include NetSuite, Intacct and QuickBooks Online. Download data into PDF, CSV or XML formats for systems like PayChex, ADP, PeachTree, Great Plains (MSFT Dynamics) or Sage. Please see our Integration page for a complete list of all our supported solutions.
Reimburse expense reports using TriNet Payroll or TriNet Direct Pay. Our TriNet Payroll integration allows TriNet PEO clients to export expense reports to Payroll. The expense reimbursement will be recorded on the employee's paycheck. Want to reimburse employees quicker? Utilize our TriNet Direct Pay ACH Reimbursement for an additional monthly cost. Expense reports are processed and paid out through direct deposit within 4-5 business days.