Getting Started
Expense Reports
- Billable vs. Non-Billable Expenses
- 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
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?
Owner/Admins
- On-Demand Expense Training Videos in TriNet Learn Powered by 360Learning
- Offboarding with TriNet Cloud Products
- Locking Approvers
- How to Add Company Policies Quick Reference
- Setting Up Classes
- Mileage and Kilometer Rate
Miscellaneous
Recent Updates
FAQ
Payroll (Only for TriNet Clients)
Direct Pay
Credit Card Integration
Receipts
- Creating an Expense from a Receipt on the TriNet Expense Mobile App
- 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
Import/Export
Mobile
Intacct
- Intacct - Importing & Mapping Categories in Expense
- How do I Re-Enter my New Intacct Password in Expense?
- How to Submit an Expense Report into Intacct
- How to Add Intacct Customers & Projects to Expense Management
- Intacct - Setup Integration in Expense Management
- Quick Guide to Intacct for TriNet Expense Management
Netsuite
- Integrate NetSuite with TriNet Expense Management
- Share NetSuite Integration with Other Admins/Bookkeepers in TriNet Expense Management
- NetSuite - Importing and Mapping Categories within TriNet Expense
- How to Submit an Expense Report into NetSuite
- Billable Expenses Not Displayed in NetSuite Employee Center
- How to Add Clients & Projects From NetSuite to TriNet Expense
Quickbooks Online
- QuickBooks Online - Integration Setup in Expense Management
- QuickBooks Online - Importing & Mapping Categories into TriNet Expense Management
- How to Export Expense Reports To QuickBooks Online
- Import Clients/Customers & Projects/Jobs from QuickBooks Online
- How to Enable/Disable QuickBooks' Classes in Expense Management
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