Expense Management

Getting Started

• What is TriNet Expense Management?
• Request Admin Training
• How to Login to TriNet Expense Management
• Webinar

Expense Reports

• Create and Submit an Expense Report
• How to Approve an Expense Report
• Send an Expense Report to a Bookkeeper or Accountant
• How do I Reject a Report After it was Already Approved?
• How to Edit an Approved Report
• Expense Report PDF Template

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Users/Submitters

• Expense User - Currency
• Expense Rules
• Quick Guide - Users
• User Settings
• Remove Expense from Submitted Expense Report
• What Data Can I Enter Into An Expense Line Item?

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Owner/Admins

• Locking Approvers
• How to Add Company Policies Quick Reference
• Setting Up Classes
• Mileage and Kilometer Rate
• Upgrade Account Before Trial Has Ended
• Types of Roles - Expense Managment

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Miscellaneous

• What Currencies Are Available in TriNet Expense Management?

Recent Updates

• IRS Announces 2023 Standard Mileage Rates

FAQ

• Reset Password
• My Trial Has Ended

Payroll (Only for TriNet Clients)

• What is TriNet Payroll?
• Payroll Codes
• How to Submit expense reports to Payroll
• Payroll Error Messages
• Remove Expense Reports from Payroll

Direct Pay

• Direct Pay Company Setup
• Direct Pay Employee Setup
• Submit to TriNet Direct Pay
• How Payments will Display for TriNet Direct Pay
• Update TriNet Direct Pay Bank Information
• Remove TriNet Direct Pay Information

Credit Card Integration

• Remove & Re-add Credit Account
• Credit Card Reconciliation
• How do I change my username password for my credit card?
• Choosing Which Accounts To Import (Bank/Credit Cards)
• Add A Credit Card or Bank Account

Receipts

• What is the Unattached Receipts page?
• Setup Your Receipt Email Address
• How do I move a Receipt Back to the Unassigned Receipts Folder or Another Expense?
• Receipt File Types TriNet Expense Management Supports
• Delete a Receipt
• Add A Receipt

Import/Export

• Xero - Bills CSV Export
• CSV Import
• CSV Export
• TripIt
• Custom Accounting - CSV Editor

Mobile

• How to Update the TriNet Expense Mobile App
• TriNet Expense Mobile - How to Approve a Timesheet
• Download TriNet Expense App
• Login to TriNet Expense Management Mobile App
• Adding a Receipt Using the TriNet Expense Mobile App

Intacct

• Intacct - Importing & Mapping Categories
• How do I Re-Enter my New Intacct Password?
• How to Submit an Expense Report into Intacct
• How to Add Intacct Customers & Projects to an Expense
• Intacct - Setup Integration
• Quick Guide to Intacct for TriNet Expense

Netsuite

• Share Netsuite Integration with Other Admins/Bookkeepers
• NetSuite - Importing and Mapping Categories
• How to Submit an Expense Report into NetSuite
• Web Service Error in NetSuite
• Billable Expenses Not Displayed in NetSuite Employee Center
• How to Add NetSuite Customers & Projects to an Expense

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Quickbooks Online

• QuickBooks Online - Setup Integration
• QuickBooks Online - Importing & Mapping Categories
• Export Reports to QuickBooks Online
• Import Customers & Projects from QuickBooks Online
• How to Enable/Disable QuickBooks' Classes

Time

• How to Clock In Time Daily
• How to Edit Hours on the Timesheet
• How to Manually Record Weekly Hours
• How to View Company Timesheets
• How to Recall Timesheets
• How to Approve Timesheets

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Delegate Access

• What is the Audit Trail?
• How Can I Review Actions Completed by Full Access or Vacation Delegates?
• How Can I Log Into An Account Which Has Provided Full Access Delegation?
• How do I Assign Permissions to Full Access or Vacation Delegate?
• What is Delegate Access?

Troubleshooting

• Access or Page Display Issues (Clear Browser Cache & Cookies)
• NetSuite Integration - Token Option
• Wells Fargo - OAuth Connection Migration
• Bank of America – OAuth Connection Migration
• Chase – OAuth Connection Migration
• Error code 505 when attempting to install mobile app (Android Users Only)

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