TriNet Expense Management is an application that provides an improved process for submitting, approving and reimbursing worksite employees’ expense reports online.
TriNet Expense Management offers format options for downloading data, with PDF, CSV or XML formats, which helps allow for easy integration with a variety of systems such as PayChex, ADP, PeachTree, Great Plains (MSFT Dynamics) or Sage. Please review our integration page for a complete list of our supported solutions.
TriNet Expense Management Sections
You can easily import expenses from a debit card or credit card, by importing through our collection of supported CSV formats, or entering from our mobile expense app. You can add additional information to each expense including transaction date, merchant, category, amount, tax, tag, note, receipt, to/from, client, project, attendee, billable or reimbursable/non-reimbursable. Additionally, expenses can be entered using 160 different foreign currencies and converted to the user's base currency.
Mileage can be easily recorded and tracked within TriNet Expense Management. Use Google Maps to enter the from and to location, accurately calculating the distance driven. Record round trip or multiple stop trips if needed. The mileage direction line can be dragged to the proper route driven. Additionally, users can enter the number of miles driven either online or from our mobile expense apps to quickly create a mileage expenditure. All mileage expense amounts are automatically calculated based on your personal or company mileage reimbursement rate.
Once uploaded to TriNet Expense Management, you and your worksite employees will no longer have to keep track of paper receipts. TriNet Expense Management offers options to upload scanned receipts, have them emailed to your private TriNet Expense Management email address or snap a picture when using our mobile phone applications. All receipts are stored securely 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, 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 them directly to the expense. In addition, any data about the expense can be added or updated. For example, changing the merchant's name, adding project information, names of attendees or if the expense was billable. The TriNet Expense Management mobile app also allows creating, submitting and approving expense reports to a company approver, bookkeeper or integrated software system like Intacct and NetSuite.
You can choose from 5,000 credit and debit cards to auto-import transactions and have them securely downloaded every day. TriNet Expense Management also supports a variety of corporate credit cards including American Express and 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.
Reimburse expense reports using TriNet Payroll. Our TriNet Payroll integration allows TriNet PEO (Professional Employer Organization) clients to export expense reports to TriNet Payroll. The expense reimbursement will be recorded on the worksite employee's paycheck. Expense reports are processed and paid out through direct deposit (if applicable) within 4-5 business days.
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© 2022 TriNet Group, Inc. All rights reserved. This communication is for informational purposes only, is not legal, tax or accounting advice, and is not an offer to sell, buy or procure insurance. TriNet is the single-employer sponsor of all its benefit plans, which does not include voluntary benefits that are not ERISA-covered group health insurance plans and enrollment is voluntary. Official plan documents always control and TriNet reserves the right to amend the benefit plans or change the offerings and deadlines.